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 | $9,093 | $197,591-95.4% | $177,821-94.9% | $158,922-94.3% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.7%+3.2pp | 82.0%+9.0pp |
| Annual return | 58.51% | 58.76%-0.3pp | 48.32%+10.2pp | 302.83%-244.3pp |
| Employer contribution / active EE | $2,273 | $6,697-66.1% | $5,918-61.6% | $4,761-52.3% |
| Participant deferral / active EE | $1,566 | $8,405-81.4% | $7,714-79.7% | $5,982-73.8% |
| Admin fee / account holder | $47 | $15,399-99.7% | $12,427-99.6% | $11,246-99.6% |