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 | $9,062 | $167,484-94.6% | $151,611-94.0% | $134,475-93.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 119.03% | 7.80%+111.2pp | 3.33%+115.7pp | 417.96%-298.9pp |
| Employer contribution / active EE | $1,854 | $6,829-72.9% | $6,166-69.9% | $4,740-60.9% |
| Participant deferral / active EE | $2,317 | $8,986-74.2% | $8,363-72.3% | $6,400-63.8% |
| Admin fee / account holder | $11 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |