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 | $20,061 | $179,726-88.8% | $156,263-87.2% | $142,382-85.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.41% | 77.86%-60.4pp | 59.47%-42.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,748 | $5,069-65.5% | $4,333-59.7% | $4,299-59.3% |
| Participant deferral / active EE | $849 | $6,956-87.8% | $6,158-86.2% | $6,507-87.0% |
| Admin fee / account holder | $212 | $17,272-98.8% | $14,255-98.5% | $12,624-98.3% |