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 7-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 | $837 | $226,064-99.6% | $182,532-99.5% | $152,861-99.5% |
| Participation rate | 76.2% | 82.5%-6.3pp | 78.0%-1.8pp | 82.4%-6.3pp |
| Annual return | 57.17% | 192.51%-135.3pp | 148.54%-91.4pp | 345.32%-288.1pp |
| Employer contribution / active EE | $941 | $4,978-81.1% | $4,076-76.9% | $4,762-80.2% |
| Participant deferral / active EE | $1,071 | $6,368-83.2% | $5,524-80.6% | $5,850-81.7% |
| Admin fee / account holder | $2 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |