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 | $2,054 | $165,335-98.8% | $149,696-98.6% | $158,922-98.7% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 237.26% | 348.15%-110.9pp | 276.60%-39.3pp | 302.83%-65.6pp |
| Employer contribution / active EE | $943 | $5,103-81.5% | $4,644-79.7% | $4,761-80.2% |
| Participant deferral / active EE | $962 | $7,181-86.6% | $6,842-85.9% | $5,982-83.9% |
| Admin fee / account holder | $3 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |