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 6-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 | $13,637 | $167,307-91.8% | $143,757-90.5% | $134,475-89.9% |
| Participation rate | 93.8% | 84.8%+8.9pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -15.59% | 0.46%-16.0pp | -0.04%-15.5pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,300 | $5,619-76.9% | $4,951-73.7% | $4,740-72.6% |
| Participant deferral / active EE | $1,814 | $6,446-71.9% | $5,637-67.8% | $6,400-71.7% |
| Admin fee / account holder | $18 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |