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 8-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 | $5,125 | $124,319-95.9% | $111,297-95.4% | $167,490-96.9% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 13.51% | 37.44%-23.9pp | 54.65%-41.1pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,034 | $3,435-69.9% | $2,731-62.2% | $4,837-78.6% |
| Participant deferral / active EE | $1,082 | $5,180-79.1% | $4,487-75.9% | $6,341-82.9% |
| Admin fee / account holder | $226 | $10,618-97.9% | $7,964-97.2% | $12,309-98.2% |