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 | $5,550 | $176,056-96.8% | $159,436-96.5% | $167,490-96.7% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 18.36% | 331.75%-313.4pp | 263.57%-245.2pp | 478.56%-460.2pp |
| Employer contribution / active EE | $1,005 | $5,297-81.0% | $4,829-79.2% | $4,837-79.2% |
| Participant deferral / active EE | $1,781 | $7,750-77.0% | $7,352-75.8% | $6,341-71.9% |
| Admin fee / account holder | $2 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |