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 4-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 | $5,286 | $148,534-96.4% | $135,903-96.1% | $139,434-96.2% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 374.94% | 79.19%+295.8pp | 68.23%+306.7pp | 372.94%+2.0pp |
| Employer contribution / active EE | $1,212 | $5,243-76.9% | $4,856-75.0% | $4,751-74.5% |
| Participant deferral / active EE | $1,556 | $8,100-80.8% | $7,758-79.9% | $6,710-76.8% |
| Admin fee / account holder | $141 | $12,400-98.9% | $10,762-98.7% | $11,403-98.8% |