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 | $6,838 | $157,256-95.7% | $141,162-95.2% | $152,861-95.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 80.41% | 64.32%+16.1pp | 71.39%+9.0pp | 345.32%-264.9pp |
| Employer contribution / active EE | $1,939 | $5,261-63.1% | $4,735-59.0% | $4,762-59.3% |
| Participant deferral / active EE | $2,200 | $7,109-69.1% | $6,709-67.2% | $5,850-62.4% |
| Admin fee / account holder | $34 | $12,120-99.7% | $10,261-99.7% | $11,596-99.7% |