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 | $3,692 | $165,335-97.8% | $149,696-97.5% | $158,922-97.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 33.71% | 348.15%-314.4pp | 276.60%-242.9pp | 302.83%-269.1pp |
| Employer contribution / active EE | $985 | $5,103-80.7% | $4,644-78.8% | $4,761-79.3% |
| Participant deferral / active EE | $1,102 | $7,181-84.7% | $6,842-83.9% | $5,982-81.6% |
| Admin fee / account holder | $100 | $10,807-99.1% | $9,309-98.9% | $11,246-99.1% |