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 | $4,011 | $112,096-96.4% | $95,952-95.8% | $158,922-97.5% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 16.72% | 171.09%-154.4pp | 91.61%-74.9pp | 302.83%-286.1pp |
| Employer contribution / active EE | $917 | $3,198-71.3% | $2,541-63.9% | $4,761-80.7% |
| Participant deferral / active EE | $621 | $4,784-87.0% | $4,167-85.1% | $5,982-89.6% |
| Admin fee / account holder | $72 | $10,130-99.3% | $6,795-98.9% | $11,246-99.4% |