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 | $3,866 | $148,534-97.4% | $135,903-97.2% | $139,434-97.2% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 63.84% | 79.19%-15.4pp | 68.23%-4.4pp | 372.94%-309.1pp |
| Employer contribution / active EE | $1,570 | $5,243-70.1% | $4,856-67.7% | $4,751-67.0% |
| Participant deferral / active EE | $1,570 | $8,100-80.6% | $7,758-79.8% | $6,710-76.6% |
| Admin fee / account holder | $97 | $12,400-99.2% | $10,762-99.1% | $11,403-99.2% |