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 | $23,041 | $209,411-89.0% | $178,490-87.1% | $158,922-85.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.58% | 188.75%-163.2pp | 151.07%-125.5pp | 302.83%-277.2pp |
| Employer contribution / active EE | $5,060 | $5,706-11.3% | $5,011+1.0% | $4,761+6.3% |
| Participant deferral / active EE | $134 | $5,954-97.7% | $5,202-97.4% | $5,982-97.8% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |