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 | $5,669 | $154,117-96.3% | $129,995-95.6% | $139,434-95.9% |
| Participation rate | 81.3% | 82.0%-0.7pp | 78.5%+2.8pp | 80.3%+0.9pp |
| Annual return | 25.36% | 32.48%-7.1pp | -137.18%+162.5pp | 372.94%-347.6pp |
| Employer contribution / active EE | $1,290 | $5,289-75.6% | $4,320-70.1% | $4,751-72.8% |
| Participant deferral / active EE | $1,446 | $6,710-78.5% | $5,820-75.2% | $6,710-78.5% |
| Admin fee / account holder | $128 | $14,007-99.1% | $10,614-98.8% | $11,403-98.9% |