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 | $3,884 | $209,411-98.1% | $178,490-97.8% | $158,922-97.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 53.24% | 188.75%-135.5pp | 151.07%-97.8pp | 302.83%-249.6pp |
| Employer contribution / active EE | $1,952 | $5,706-65.8% | $5,011-61.0% | $4,761-59.0% |
| Participant deferral / active EE | $1,994 | $5,954-66.5% | $5,202-61.7% | $5,982-66.7% |
| Admin fee / account holder | $143 | $17,074-99.2% | $13,984-99.0% | $11,246-98.7% |