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 6-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 | $13,805 | $159,602-91.4% | $150,045-90.8% | $142,382-90.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 31.57% | 70.24%-38.7pp | 62.55%-31.0pp | 217.08%-185.5pp |
| Employer contribution / active EE | $1,734 | $4,961-65.0% | $4,693-63.1% | $4,299-59.7% |
| Participant deferral / active EE | $1,934 | $8,310-76.7% | $7,997-75.8% | $6,507-70.3% |
| Admin fee / account holder | $104 | $14,846-99.3% | $13,435-99.2% | $12,624-99.2% |