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 6-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 | $8,391 | $209,832-96.0% | $189,513-95.6% | $167,490-95.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.40% | 748.27%-730.9pp | 555.15%-537.8pp | 478.56%-461.2pp |
| Employer contribution / active EE | $4,098 | $6,914-40.7% | $6,162-33.5% | $4,837-15.3% |
| Participant deferral / active EE | $2,923 | $8,935-67.3% | $8,221-64.4% | $6,341-53.9% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |