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 | $10,053 | $165,984-93.9% | $164,813-93.9% | $145,922-93.1% |
| Participation rate | 86.7% | 82.0%+4.7pp | 78.6%+8.1pp | 80.3%+6.4pp |
| Annual return | 13.15% | 100.03%-86.9pp | 69.93%-56.8pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,196 | $5,273-77.3% | $4,341-72.5% | $4,660-74.3% |
| Participant deferral / active EE | $1,571 | $6,959-77.4% | $6,031-74.0% | $6,688-76.5% |
| Admin fee / account holder | $230 | $16,648-98.6% | $12,690-98.2% | $13,397-98.3% |