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 | $16,678 | $197,591-91.6% | $177,821-90.6% | $158,922-89.5% |
| Participation rate | 88.2% | 88.5%-0.3pp | 87.7%+0.5pp | 82.0%+6.3pp |
| Annual return | 25.51% | 58.76%-33.2pp | 48.32%-22.8pp | 302.83%-277.3pp |
| Employer contribution / active EE | $1,499 | $6,697-77.6% | $5,918-74.7% | $4,761-68.5% |
| Participant deferral / active EE | $1,699 | $8,405-79.8% | $7,714-78.0% | $5,982-71.6% |
| Admin fee / account holder | $8 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |