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 3-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 | $3,861 | $159,602-97.6% | $150,045-97.4% | $142,382-97.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 51.45% | 70.24%-18.8pp | 62.55%-11.1pp | 217.08%-165.6pp |
| Employer contribution / active EE | $1,620 | $4,961-67.4% | $4,693-65.5% | $4,299-62.3% |
| Participant deferral / active EE | $1,634 | $8,310-80.3% | $7,997-79.6% | $6,507-74.9% |
| Admin fee / account holder | $43 | $14,846-99.7% | $13,435-99.7% | $12,624-99.7% |