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 3-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 | $4,776 | $148,534-96.8% | $135,903-96.5% | $139,434-96.6% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+11.0pp | 80.3%+12.5pp |
| Annual return | 55.33% | 79.19%-23.9pp | 68.23%-12.9pp | 372.94%-317.6pp |
| Employer contribution / active EE | $1,613 | $5,243-69.2% | $4,856-66.8% | $4,751-66.0% |
| Participant deferral / active EE | $1,844 | $8,100-77.2% | $7,758-76.2% | $6,710-72.5% |
| Admin fee / account holder | $39 | $12,400-99.7% | $10,762-99.6% | $11,403-99.7% |