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 | $4,488 | $183,519-97.6% | $155,509-97.1% | $145,922-96.9% |
| Participation rate | 94.7% | 82.7%+12.1pp | 78.2%+16.6pp | 80.3%+14.5pp |
| Annual return | 13.21% | 61.17%-48.0pp | 64.67%-51.5pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,146 | $5,313-78.4% | $4,672-75.5% | $4,660-75.4% |
| Participant deferral / active EE | $648 | $6,462-90.0% | $5,626-88.5% | $6,688-90.3% |
| Admin fee / account holder | $168 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |