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 7-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 | $8,881 | $114,381-92.2% | $107,525-91.7% | $142,382-93.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.18% | 242.71%-224.5pp | 181.32%-163.1pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,274 | $4,015-68.3% | $3,754-66.1% | $4,299-70.4% |
| Participant deferral / active EE | $1,472 | $5,564-73.6% | $5,116-71.2% | $6,507-77.4% |
| Admin fee / account holder | $28 | $9,860-99.7% | $8,919-99.7% | $12,624-99.8% |