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 3-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 | $6,070 | $106,584-94.3% | $101,326-94.0% | $142,382-95.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 26.02% | 36.93%-10.9pp | 36.82%-10.8pp | 217.08%-191.1pp |
| Employer contribution / active EE | $1,634 | $3,956-58.7% | $3,665-55.4% | $4,299-62.0% |
| Participant deferral / active EE | $2,030 | $8,297-75.5% | $7,994-74.6% | $6,507-68.8% |
| Admin fee / account holder | $21 | $11,446-99.8% | $11,185-99.8% | $12,624-99.8% |