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 | $14,436 | $138,065-89.5% | $123,544-88.3% | $135,375-89.3% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | 1398.21% | 153.68%+1244.5pp | 119.20%+1279.0pp | 519.73%+878.5pp |
| Employer contribution / active EE | $1,463 | $5,151-71.6% | $4,628-68.4% | $4,779-69.4% |
| Participant deferral / active EE | $1,773 | $6,799-73.9% | $6,426-72.4% | $5,609-68.4% |
| Admin fee / account holder | $106 | $10,916-99.0% | $9,284-98.9% | $10,827-99.0% |