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 | $4,509 | $159,602-97.2% | $150,045-97.0% | $142,382-96.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 140.88% | 70.24%+70.6pp | 62.55%+78.3pp | 217.08%-76.2pp |
| Employer contribution / active EE | $1,883 | $4,961-62.0% | $4,693-59.9% | $4,299-56.2% |
| Participant deferral / active EE | $1,883 | $8,310-77.3% | $7,997-76.5% | $6,507-71.1% |
| Admin fee / account holder | $26 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |