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 8-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 | $9,695 | $177,572-94.5% | $154,803-93.7% | $142,382-93.2% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 119.43% | 65.07%+54.4pp | 58.88%+60.5pp | 217.08%-97.6pp |
| Employer contribution / active EE | $1,512 | $4,810-68.6% | $4,305-64.9% | $4,299-64.8% |
| Participant deferral / active EE | $956 | $6,272-84.8% | $5,540-82.7% | $6,507-85.3% |
| Admin fee / account holder | $184 | $16,786-98.9% | $14,329-98.7% | $12,624-98.5% |