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 10-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 | $12,005 | $202,318-94.1% | $172,739-93.1% | $152,861-92.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.68% | 1029.65%-1014.0pp | 802.84%-787.2pp | 345.32%-329.6pp |
| Employer contribution / active EE | $3,539 | $5,856-39.6% | $5,143-31.2% | $4,762-25.7% |
| Participant deferral / active EE | $239 | $5,948-96.0% | $5,198-95.4% | $5,850-95.9% |
| Admin fee / account holder | $138 | $17,109-99.2% | $13,954-99.0% | $11,596-98.8% |