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 | $6,823 | $148,534-95.4% | $135,903-95.0% | $139,434-95.1% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 36.42% | 79.19%-42.8pp | 68.23%-31.8pp | 372.94%-336.5pp |
| Employer contribution / active EE | $1,271 | $5,243-75.8% | $4,856-73.8% | $4,751-73.2% |
| Participant deferral / active EE | $1,997 | $8,100-75.3% | $7,758-74.3% | $6,710-70.2% |
| Admin fee / account holder | $6 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |