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 | $7,167 | $183,519-96.1% | $155,509-95.4% | $145,922-95.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.69% | 61.17%-46.5pp | 64.67%-50.0pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,070 | $5,313-79.9% | $4,672-77.1% | $4,660-77.0% |
| Participant deferral / active EE | $1,278 | $6,462-80.2% | $5,626-77.3% | $6,688-80.9% |
| Admin fee / account holder | $79 | $19,313-99.6% | $15,912-99.5% | $13,397-99.4% |