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 | $13,692 | $183,963-92.6% | $162,163-91.6% | $152,861-91.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 28.63% | 150.76%-122.1pp | 115.59%-87.0pp | 345.32%-316.7pp |
| Employer contribution / active EE | $9,941 | $6,371+56.0% | $5,614+77.1% | $4,762+108.7% |
| Participant deferral / active EE | $1,945 | $8,034-75.8% | $7,298-73.4% | $5,850-66.8% |
| Admin fee / account holder | $37 | $13,121-99.7% | $10,843-99.7% | $11,596-99.7% |