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 | $7,998 | $159,901-95.0% | $146,958-94.6% | $145,922-94.5% |
| Participation rate | 78.9% | 84.0%-5.0pp | 82.2%-3.2pp | 80.3%-1.3pp |
| Annual return | 19.27% | 98.13%-78.9pp | 418.34%-399.1pp | 561.29%-542.0pp |
| Employer contribution / active EE | $1,095 | $5,286-79.3% | $4,933-77.8% | $4,660-76.5% |
| Participant deferral / active EE | $1,732 | $8,428-79.5% | $8,070-78.5% | $6,688-74.1% |
| Admin fee / account holder | $16 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |