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 5-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 | $4,102 | $209,832-98.0% | $189,513-97.8% | $167,490-97.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 51.17% | 748.27%-697.1pp | 555.15%-504.0pp | 478.56%-427.4pp |
| Employer contribution / active EE | $1,539 | $6,914-77.7% | $6,162-75.0% | $4,837-68.2% |
| Participant deferral / active EE | $2,944 | $8,935-67.1% | $8,221-64.2% | $6,341-53.6% |
| Admin fee / account holder | $14 | $14,293-99.9% | $12,045-99.9% | $12,309-99.9% |