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 | $8,894 | $110,257-91.9% | $96,544-90.8% | $139,434-93.6% |
| Participation rate | 71.4% | 78.1%-6.7pp | 76.0%-4.5pp | 80.3%-8.9pp |
| Annual return | 207.37% | 26.32%+181.1pp | 25.84%+181.5pp | 372.94%-165.6pp |
| Employer contribution / active EE | $992 | $3,620-72.6% | $2,965-66.5% | $4,751-79.1% |
| Participant deferral / active EE | $1,267 | $5,548-77.2% | $4,851-73.9% | $6,710-81.1% |
| Admin fee / account holder | $62 | $11,591-99.5% | $8,252-99.3% | $11,403-99.5% |