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 | $22,681 | $185,822-87.8% | $169,993-86.7% | $139,434-83.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.75% | 60.50%-45.8pp | 53.37%-38.6pp | 372.94%-358.2pp |
| Employer contribution / active EE | $1,904 | $7,590-74.9% | $6,785-71.9% | $4,751-59.9% |
| Participant deferral / active EE | $1,904 | $11,622-83.6% | $10,408-81.7% | $6,710-71.6% |
| Admin fee / account holder | $295 | $15,381-98.1% | $12,815-97.7% | $11,403-97.4% |