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 | $5,190 | $175,202-97.0% | $149,673-96.5% | $139,434-96.3% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 33.35% | 166.71%-133.4pp | 134.42%-101.1pp | 372.94%-339.6pp |
| Employer contribution / active EE | $1,085 | $5,474-80.2% | $4,818-77.5% | $4,751-77.2% |
| Participant deferral / active EE | $1,629 | $6,519-75.0% | $5,680-71.3% | $6,710-75.7% |
| Admin fee / account holder | $158 | $16,150-99.0% | $13,210-98.8% | $11,403-98.6% |