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 8-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 | $3,074 | $228,332-98.7% | $185,823-98.3% | $158,922-98.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 33.59% | 40.80%-7.2pp | 35.95%-2.4pp | 302.83%-269.2pp |
| Employer contribution / active EE | $835 | $4,967-83.2% | $4,087-79.6% | $4,761-82.5% |
| Participant deferral / active EE | -$139 | $6,415-102.2% | $5,632-102.5% | $5,982-102.3% |
| Admin fee / account holder | $19 | $11,864-99.8% | $9,500-99.8% | $11,246-99.8% |