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 | $8,003 | $148,534-94.6% | $135,903-94.1% | $139,434-94.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 76.83% | 79.19%-2.4pp | 68.23%+8.6pp | 372.94%-296.1pp |
| Employer contribution / active EE | $1,640 | $5,243-68.7% | $4,856-66.2% | $4,751-65.5% |
| Participant deferral / active EE | $2,410 | $8,100-70.2% | $7,758-68.9% | $6,710-64.1% |
| Admin fee / account holder | $23 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |