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 | $4,745 | $157,256-97.0% | $141,162-96.6% | $152,861-96.9% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 28.31% | 64.32%-36.0pp | 71.39%-43.1pp | 345.32%-317.0pp |
| Employer contribution / active EE | $948 | $5,261-82.0% | $4,735-80.0% | $4,762-80.1% |
| Participant deferral / active EE | $1,471 | $7,109-79.3% | $6,709-78.1% | $5,850-74.9% |
| Admin fee / account holder | $153 | $12,120-98.7% | $10,261-98.5% | $11,596-98.7% |