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 | $9,048 | $148,534-93.9% | $135,903-93.3% | $139,434-93.5% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 33.15% | 79.19%-46.0pp | 68.23%-35.1pp | 372.94%-339.8pp |
| Employer contribution / active EE | $1,087 | $5,243-79.3% | $4,856-77.6% | $4,751-77.1% |
| Participant deferral / active EE | $2,464 | $8,100-69.6% | $7,758-68.2% | $6,710-63.3% |
| Admin fee / account holder | $16 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |