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 5-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 | $9,578 | $177,572-94.6% | $154,803-93.8% | $142,382-93.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.67% | 65.07%-46.4pp | 58.88%-40.2pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,208 | $4,810-74.9% | $4,305-72.0% | $4,299-71.9% |
| Participant deferral / active EE | $1,566 | $6,272-75.0% | $5,540-71.7% | $6,507-75.9% |
| Admin fee / account holder | $166 | $16,786-99.0% | $14,329-98.8% | $12,624-98.7% |