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 | $12,648 | $157,256-92.0% | $141,162-91.0% | $152,861-91.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.85% | 64.32%-35.5pp | 71.39%-42.5pp | 345.32%-316.5pp |
| Employer contribution / active EE | $1,716 | $5,261-67.4% | $4,735-63.8% | $4,762-64.0% |
| Participant deferral / active EE | $2,305 | $7,109-67.6% | $6,709-65.6% | $5,850-60.6% |
| Admin fee / account holder | $56 | $12,120-99.5% | $10,261-99.5% | $11,596-99.5% |