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 7-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 | $8,834 | $108,912-91.9% | $100,383-91.2% | $145,959-93.9% |
| Participation rate | 91.3% | 83.0%+8.4pp | 81.5%+9.8pp | 80.3%+11.0pp |
| Annual return | 11.13% | 57.96%-46.8pp | 49.26%-38.1pp | 561.95%-550.8pp |
| Employer contribution / active EE | $1,056 | $4,423-76.1% | $3,944-73.2% | $4,661-77.3% |
| Participant deferral / active EE | $1,772 | $8,451-79.0% | $8,086-78.1% | $6,689-73.5% |
| Admin fee / account holder | $278 | $9,690-97.1% | $7,900-96.5% | $13,398-97.9% |