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 | $2,519 | $93,571-97.3% | $135,903-98.1% | $75,163-96.6% |
| Participation rate | 93.5% | 75.2%+18.3pp | 81.9%+11.6pp | 67.2%+26.3pp |
| Annual return | 43.85% | 30.90%+12.9pp | 68.23%-24.4pp | 160.62%-116.8pp |
| Employer contribution / active EE | $1,271 | $3,537-64.1% | $4,856-73.8% | $2,670-52.4% |
| Participant deferral / active EE | $1,298 | $6,404-79.7% | $7,758-83.3% | $4,125-68.5% |
| Admin fee / account holder | $6 | $6,975-99.9% | $10,762-99.9% | $5,651-99.9% |