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 | $14,884 | $118,450-87.4% | $98,439-84.9% | $139,434-89.3% |
| Participation rate | 90.0% | 77.4%+12.6pp | 75.2%+14.8pp | 80.3%+9.7pp |
| Annual return | 18.62% | 18.94%-0.3pp | 21.16%-2.5pp | 372.94%-354.3pp |
| Employer contribution / active EE | $2,571 | $3,609-28.8% | $3,048-15.7% | $4,751-45.9% |
| Participant deferral / active EE | $882 | $5,392-83.6% | $4,738-81.4% | $6,710-86.9% |
| Admin fee / account holder | $17 | $14,026-99.9% | $8,948-99.8% | $11,403-99.8% |