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 | $2,451 | $157,256-98.4% | $141,162-98.3% | $152,861-98.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 392.16% | 64.32%+327.8pp | 71.39%+320.8pp | 345.32%+46.8pp |
| Employer contribution / active EE | $1,000 | $5,261-81.0% | $4,735-78.9% | $4,762-79.0% |
| Participant deferral / active EE | $1,200 | $7,109-83.1% | $6,709-82.1% | $5,850-79.5% |
| Admin fee / account holder | $11 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |