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 4-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 | $7,004 | $175,202-96.0% | $149,673-95.3% | $139,434-95.0% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 26.82% | 166.71%-139.9pp | 134.42%-107.6pp | 372.94%-346.1pp |
| Employer contribution / active EE | $1,352 | $5,474-75.3% | $4,818-71.9% | $4,751-71.6% |
| Participant deferral / active EE | $1,690 | $6,519-74.1% | $5,680-70.3% | $6,710-74.8% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |