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 6-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 | $8,408 | $176,056-95.2% | $159,436-94.7% | $167,490-95.0% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 26.38% | 331.75%-305.4pp | 263.57%-237.2pp | 478.56%-452.2pp |
| Employer contribution / active EE | $1,319 | $5,297-75.1% | $4,829-72.7% | $4,837-72.7% |
| Participant deferral / active EE | $1,359 | $7,750-82.5% | $7,352-81.5% | $6,341-78.6% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |