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 | $29,168 | $183,963-84.1% | $162,163-82.0% | $152,861-80.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.26% | 150.76%-125.5pp | 115.59%-90.3pp | 345.32%-320.1pp |
| Employer contribution / active EE | $2,672 | $6,371-58.1% | $5,614-52.4% | $4,762-43.9% |
| Participant deferral / active EE | $1,102 | $8,034-86.3% | $7,298-84.9% | $5,850-81.2% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |