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 6-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 | $9,346 | $109,327-91.5% | $89,391-89.5% | $158,922-94.1% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.0%+20.9pp | 82.0%+6.9pp |
| Annual return | 12.89% | 345.68%-332.8pp | 245.62%-232.7pp | 302.83%-289.9pp |
| Employer contribution / active EE | $4,216 | $3,170+33.0% | $2,586+63.1% | $4,761-11.4% |
| Participant deferral / active EE | $292 | $4,598-93.7% | $3,890-92.5% | $5,982-95.1% |
| Admin fee / account holder | $9 | $6,153-99.9% | $4,881-99.8% | $11,246-99.9% |