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 6-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 | $6,067 | $176,056-96.6% | $159,436-96.2% | $167,490-96.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 26.92% | 331.75%-304.8pp | 263.57%-236.6pp | 478.56%-451.6pp |
| Employer contribution / active EE | $1,937 | $5,297-63.4% | $4,829-59.9% | $4,837-60.0% |
| Participant deferral / active EE | $2,074 | $7,750-73.2% | $7,352-71.8% | $6,341-67.3% |
| Admin fee / account holder | $37 | $12,554-99.7% | $10,799-99.7% | $12,309-99.7% |