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 9-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 | $7,302 | $148,534-95.1% | $135,903-94.6% | $139,434-94.8% |
| Participation rate | 95.2% | 83.9%+11.4pp | 81.9%+13.3pp | 80.3%+14.9pp |
| Annual return | 22.19% | 79.19%-57.0pp | 68.23%-46.0pp | 372.94%-350.7pp |
| Employer contribution / active EE | $1,293 | $5,243-75.3% | $4,856-73.4% | $4,751-72.8% |
| Participant deferral / active EE | $2,105 | $8,100-74.0% | $7,758-72.9% | $6,710-68.6% |
| Admin fee / account holder | $263 | $12,400-97.9% | $10,762-97.6% | $11,403-97.7% |