See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,067 | $176,056-92.6% | $159,436-91.8% | $167,490-92.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.22% | 331.75%-317.5pp | 263.57%-249.4pp | 478.56%-464.3pp |
| Employer contribution / active EE | $1,943 | $5,297-63.3% | $4,829-59.8% | $4,837-59.8% |
| Participant deferral / active EE | $1,943 | $7,750-74.9% | $7,352-73.6% | $6,341-69.4% |
| Admin fee / account holder | $53 | $12,554-99.6% | $10,799-99.5% | $12,309-99.6% |