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 | $4,414 | $148,534-97.0% | $135,903-96.8% | $139,434-96.8% |
| Participation rate | 95.7% | 83.9%+11.8pp | 81.9%+13.7pp | 80.3%+15.3pp |
| Annual return | 31.11% | 79.19%-48.1pp | 68.23%-37.1pp | 372.94%-341.8pp |
| Employer contribution / active EE | $1,102 | $5,243-79.0% | $4,856-77.3% | $4,751-76.8% |
| Participant deferral / active EE | $2,485 | $8,100-69.3% | $7,758-68.0% | $6,710-63.0% |
| Admin fee / account holder | $180 | $12,400-98.5% | $10,762-98.3% | $11,403-98.4% |