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 9-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 | $7,929 | $157,256-95.0% | $141,162-94.4% | $152,861-94.8% |
| Participation rate | 70.0% | 84.8%-14.8pp | 82.5%-12.5pp | 82.4%-12.4pp |
| Annual return | 15.92% | 64.32%-48.4pp | 71.39%-55.5pp | 345.32%-329.4pp |
| Employer contribution / active EE | $1,122 | $5,261-78.7% | $4,735-76.3% | $4,762-76.4% |
| Participant deferral / active EE | $1,129 | $7,109-84.1% | $6,709-83.2% | $5,850-80.7% |
| Admin fee / account holder | $74 | $12,120-99.4% | $10,261-99.3% | $11,596-99.4% |