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 | $9,435 | $165,335-94.3% | $149,696-93.7% | $158,922-94.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 52.31% | 348.15%-295.8pp | 276.60%-224.3pp | 302.83%-250.5pp |
| Employer contribution / active EE | $1,856 | $5,103-63.6% | $4,644-60.0% | $4,761-61.0% |
| Participant deferral / active EE | $1,856 | $7,181-74.2% | $6,842-72.9% | $5,982-69.0% |
| Admin fee / account holder | $61 | $10,807-99.4% | $9,309-99.3% | $11,246-99.5% |