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 | $6,423 | $168,632-96.2% | $147,614-95.6% | $125,391-94.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.67% | 77.65%-80.3pp | 61.98%-64.6pp | 282.22%-284.9pp |
| Employer contribution / active EE | $1,301 | $6,252-79.2% | $5,564-76.6% | $4,866-73.3% |
| Participant deferral / active EE | $1,351 | $5,507-75.5% | $4,895-72.4% | $5,352-74.8% |
| Admin fee / account holder | $94 | $13,580-99.3% | $11,611-99.2% | $9,540-99.0% |