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 | $7,459 | $155,788-95.2% | $124,672-94.0% | $167,490-95.5% |
| Participation rate | 75.0% | 81.1%-6.1pp | 74.6%+0.4pp | 82.1%-7.1pp |
| Annual return | 20.32% | 17.97%+2.3pp | 5142.93%-5122.6pp | 478.56%-458.2pp |
| Employer contribution / active EE | $1,174 | $4,163-71.8% | $3,324-64.7% | $4,837-75.7% |
| Participant deferral / active EE | $674 | $5,673-88.1% | $4,614-85.4% | $6,341-89.4% |
| Admin fee / account holder | $113 | $9,531-98.8% | $7,493-98.5% | $12,309-99.1% |