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 | $5,287 | $165,335-96.8% | $149,696-96.5% | $158,922-96.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 41.77% | 348.15%-306.4pp | 276.60%-234.8pp | 302.83%-261.1pp |
| Employer contribution / active EE | $1,563 | $5,103-69.4% | $4,644-66.3% | $4,761-67.2% |
| Participant deferral / active EE | $1,878 | $7,181-73.8% | $6,842-72.6% | $5,982-68.6% |
| Admin fee / account holder | $7 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |