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 | $5,143 | $214,378-97.6% | $200,582-97.4% | $142,382-96.4% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 37.84% | 46.41%-8.6pp | 42.33%-4.5pp | 217.08%-179.2pp |
| Employer contribution / active EE | $1,432 | $6,841-79.1% | $6,419-77.7% | $4,299-66.7% |
| Participant deferral / active EE | $1,432 | $9,865-85.5% | $9,331-84.7% | $6,507-78.0% |
| Admin fee / account holder | $26 | $17,692-99.9% | $16,305-99.8% | $12,624-99.8% |