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 9-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 | $8,235 | $228,332-96.4% | $185,823-95.6% | $158,922-94.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 23.67% | 40.80%-17.1pp | 35.95%-12.3pp | 302.83%-279.2pp |
| Employer contribution / active EE | $785 | $4,967-84.2% | $4,087-80.8% | $4,761-83.5% |
| Participant deferral / active EE | $1,015 | $6,415-84.2% | $5,632-82.0% | $5,982-83.0% |
| Admin fee / account holder | $111 | $11,864-99.1% | $9,500-98.8% | $11,246-99.0% |