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 | $4,627 | $103,376-95.5% | $87,100-94.7% | $152,861-97.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 37.26% | 28.10%+9.2pp | 28.19%+9.1pp | 345.32%-308.1pp |
| Employer contribution / active EE | $2,251 | $3,220-30.1% | $2,521-10.7% | $4,762-52.7% |
| Participant deferral / active EE | $1,483 | $4,778-69.0% | $4,049-63.4% | $5,850-74.6% |
| Admin fee / account holder | $13 | $12,205-99.9% | $7,497-99.8% | $11,596-99.9% |