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 | $5,002 | $112,096-95.5% | $95,952-94.8% | $158,922-96.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.67% | 171.09%-157.4pp | 91.61%-77.9pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,630 | $3,198-49.0% | $2,541-35.9% | $4,761-65.8% |
| Participant deferral / active EE | $1,385 | $4,784-71.0% | $4,167-66.8% | $5,982-76.8% |
| Admin fee / account holder | $250 | $10,130-97.5% | $6,795-96.3% | $11,246-97.8% |