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 7-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 | $12,050 | $148,534-91.9% | $135,903-91.1% | $139,434-91.4% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 18.27% | 79.19%-60.9pp | 68.23%-50.0pp | 372.94%-354.7pp |
| Employer contribution / active EE | $2,147 | $5,243-59.1% | $4,856-55.8% | $4,751-54.8% |
| Participant deferral / active EE | $2,152 | $8,100-73.4% | $7,758-72.3% | $6,710-67.9% |
| Admin fee / account holder | $112 | $12,400-99.1% | $10,762-99.0% | $11,403-99.0% |