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 | $7,210 | $159,901-95.5% | $146,958-95.1% | $145,922-95.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.84% | 98.13%-87.3pp | 418.34%-407.5pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,206 | $5,286-77.2% | $4,933-75.5% | $4,660-74.1% |
| Participant deferral / active EE | $2,579 | $8,428-69.4% | $8,070-68.0% | $6,688-61.4% |
| Admin fee / account holder | $55 | $15,044-99.6% | $12,998-99.6% | $13,397-99.6% |