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 5-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 | $9,106 | $159,602-94.3% | $150,045-93.9% | $142,382-93.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.82% | 70.24%-45.4pp | 62.55%-37.7pp | 217.08%-192.3pp |
| Employer contribution / active EE | $1,328 | $4,961-73.2% | $4,693-71.7% | $4,299-69.1% |
| Participant deferral / active EE | $2,186 | $8,310-73.7% | $7,997-72.7% | $6,507-66.4% |
| Admin fee / account holder | $101 | $14,846-99.3% | $13,435-99.3% | $12,624-99.2% |