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 | $16,226 | $202,318-92.0% | $172,739-90.6% | $152,861-89.4% |
| Participation rate | 93.3% | 87.1%+6.3pp | 82.6%+10.7pp | 82.4%+10.9pp |
| Annual return | 27.51% | 1029.65%-1002.1pp | 802.84%-775.3pp | 345.32%-317.8pp |
| Employer contribution / active EE | $4,498 | $5,856-23.2% | $5,143-12.5% | $4,762-5.6% |
| Participant deferral / active EE | $1,446 | $5,948-75.7% | $5,198-72.2% | $5,850-75.3% |
| Admin fee / account holder | $159 | $17,109-99.1% | $13,954-98.9% | $11,596-98.6% |