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 | $5,257 | $152,587-96.6% | $125,175-95.8% | $152,861-96.6% |
| Participation rate | 95.8% | 83.3%+12.5pp | 79.8%+16.1pp | 82.4%+13.4pp |
| Annual return | 35.15% | 54.84%-19.7pp | 43.79%-8.6pp | 345.32%-310.2pp |
| Employer contribution / active EE | $1,604 | $4,946-67.6% | $3,865-58.5% | $4,762-66.3% |
| Participant deferral / active EE | $1,576 | $5,868-73.1% | $4,937-68.1% | $5,850-73.1% |
| Admin fee / account holder | $139 | $13,434-99.0% | $9,702-98.6% | $11,596-98.8% |