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 9-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 | $14,070 | $157,256-91.1% | $141,162-90.0% | $152,861-90.8% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 35.65% | 64.32%-28.7pp | 71.39%-35.7pp | 345.32%-309.7pp |
| Employer contribution / active EE | $1,841 | $5,261-65.0% | $4,735-61.1% | $4,762-61.3% |
| Participant deferral / active EE | $2,158 | $7,109-69.6% | $6,709-67.8% | $5,850-63.1% |
| Admin fee / account holder | $89 | $12,120-99.3% | $10,261-99.1% | $11,596-99.2% |