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 | $4,535 | $115,882-96.1% | $100,516-95.5% | $158,922-97.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 28.45% | 34.79%-6.3pp | 30.89%-2.4pp | 302.83%-274.4pp |
| Employer contribution / active EE | $2,258 | $4,103-45.0% | $3,418-33.9% | $4,761-52.6% |
| Participant deferral / active EE | $1,601 | $6,674-76.0% | $6,270-74.5% | $5,982-73.2% |
| Admin fee / account holder | $85 | $10,995-99.2% | $8,081-99.0% | $11,246-99.2% |