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 | $16,901 | $214,378-92.1% | $200,582-91.6% | $142,382-88.1% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 23.55% | 46.41%-22.9pp | 42.33%-18.8pp | 217.08%-193.5pp |
| Employer contribution / active EE | $1,742 | $6,841-74.5% | $6,419-72.9% | $4,299-59.5% |
| Participant deferral / active EE | $2,367 | $9,865-76.0% | $9,331-74.6% | $6,507-63.6% |
| Admin fee / account holder | $142 | $17,692-99.2% | $16,305-99.1% | $12,624-98.9% |