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 | $13,330 | $154,228-91.4% | $145,433-90.8% | $137,256-90.3% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 80.0%-10.0pp |
| Annual return | 18.56% | 74.59%-56.0pp | 66.58%-48.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,596 | $4,804-66.8% | $4,554-65.0% | $4,156-61.6% |
| Participant deferral / active EE | $1,973 | $8,216-76.0% | $7,897-75.0% | $6,407-69.2% |
| Admin fee / account holder | $18 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |