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 | $7,379 | $117,841-93.7% | $102,423-92.8% | $145,922-94.9% |
| Participation rate | 77.3% | 78.6%-1.3pp | 76.5%+0.8pp | 80.3%-3.0pp |
| Annual return | 13.96% | 31.65%-17.7pp | 29.32%-15.4pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,229 | $3,615-66.0% | $3,023-59.3% | $4,660-73.6% |
| Participant deferral / active EE | $1,577 | $5,731-72.5% | $5,053-68.8% | $6,688-76.4% |
| Admin fee / account holder | $37 | $13,326-99.7% | $9,451-99.6% | $13,397-99.7% |