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 | $14,719 | $118,680-87.6% | $98,907-85.1% | $158,922-90.7% |
| Participation rate | 92.3% | 77.8%+14.5pp | 76.0%+16.3pp | 82.0%+10.3pp |
| Annual return | 21.63% | 372.35%-350.7pp | 196.43%-174.8pp | 302.83%-281.2pp |
| Employer contribution / active EE | $1,419 | $3,333-57.4% | $2,689-47.2% | $4,761-70.2% |
| Participant deferral / active EE | $1,075 | $5,088-78.9% | $4,244-74.7% | $5,982-82.0% |
| Admin fee / account holder | $28 | $10,131-99.7% | $6,642-99.6% | $11,246-99.7% |