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 | $5,689 | $175,202-96.8% | $149,673-96.2% | $139,434-95.9% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 27.84% | 166.71%-138.9pp | 134.42%-106.6pp | 372.94%-345.1pp |
| Employer contribution / active EE | $1,360 | $5,474-75.2% | $4,818-71.8% | $4,751-71.4% |
| Participant deferral / active EE | $1,469 | $6,519-77.5% | $5,680-74.1% | $6,710-78.1% |
| Admin fee / account holder | $116 | $16,150-99.3% | $13,210-99.1% | $11,403-99.0% |