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 7-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 | $6,782 | $165,335-95.9% | $149,696-95.5% | $158,922-95.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 34.76% | 348.15%-313.4pp | 276.60%-241.8pp | 302.83%-268.1pp |
| Employer contribution / active EE | $1,201 | $5,103-76.5% | $4,644-74.1% | $4,761-74.8% |
| Participant deferral / active EE | $2,241 | $7,181-68.8% | $6,842-67.2% | $5,982-62.5% |
| Admin fee / account holder | $41 | $10,807-99.6% | $9,309-99.6% | $11,246-99.6% |