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 | $32,580 | $198,466-83.6% | $170,442-80.9% | $147,584-77.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 24.56% | 257.29%-232.7pp | 205.93%-181.4pp | 578.55%-554.0pp |
| Employer contribution / active EE | $1,429 | $6,184-76.9% | $5,433-73.7% | $4,876-70.7% |
| Participant deferral / active EE | $1,881 | $5,629-66.6% | $4,939-61.9% | $5,439-65.4% |
| Admin fee / account holder | $144 | $16,852-99.1% | $13,880-99.0% | $10,885-98.7% |