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 | $11,624 | $185,822-93.7% | $169,993-93.2% | $139,434-91.7% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | 41.05% | 60.50%-19.4pp | 53.37%-12.3pp | 372.94%-331.9pp |
| Employer contribution / active EE | $2,448 | $7,590-67.7% | $6,785-63.9% | $4,751-48.5% |
| Participant deferral / active EE | $2,448 | $11,622-78.9% | $10,408-76.5% | $6,710-63.5% |
| Admin fee / account holder | $12 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |