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 8-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 | $8,881 | $165,335-94.6% | $149,696-94.1% | $158,922-94.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.95% | 348.15%-329.2pp | 276.60%-257.7pp | 302.83%-283.9pp |
| Employer contribution / active EE | $1,112 | $5,103-78.2% | $4,644-76.1% | $4,761-76.7% |
| Participant deferral / active EE | $1,112 | $7,181-84.5% | $6,842-83.8% | $5,982-81.4% |
| Admin fee / account holder | $81 | $10,807-99.3% | $9,309-99.1% | $11,246-99.3% |