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 | $9,317 | $165,335-94.4% | $149,696-93.8% | $158,922-94.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.82% | 348.15%-325.3pp | 276.60%-253.8pp | 302.83%-280.0pp |
| Employer contribution / active EE | $1,388 | $5,103-72.8% | $4,644-70.1% | $4,761-70.9% |
| Participant deferral / active EE | $1,388 | $7,181-80.7% | $6,842-79.7% | $5,982-76.8% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |