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 10-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 | $10,369 | $202,318-94.9% | $172,739-94.0% | $152,861-93.2% |
| Participation rate | 95.5% | 87.1%+8.4pp | 82.6%+12.8pp | 82.4%+13.0pp |
| Annual return | 13.84% | 1029.65%-1015.8pp | 802.84%-789.0pp | 345.32%-331.5pp |
| Employer contribution / active EE | $1,404 | $5,856-76.0% | $5,143-72.7% | $4,762-70.5% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,850-100.0% |
| Admin fee / account holder | $67 | $17,109-99.6% | $13,954-99.5% | $11,596-99.4% |