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 | $7,709 | $148,534-94.8% | $135,903-94.3% | $139,434-94.5% |
| Participation rate | 76.2% | 83.9%-7.7pp | 81.9%-5.7pp | 80.3%-4.1pp |
| Annual return | 14.39% | 79.19%-64.8pp | 68.23%-53.8pp | 372.94%-358.6pp |
| Employer contribution / active EE | $1,110 | $5,243-78.8% | $4,856-77.1% | $4,751-76.6% |
| Participant deferral / active EE | $1,836 | $8,100-77.3% | $7,758-76.3% | $6,710-72.6% |
| Admin fee / account holder | $9 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |