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 | $8,930 | $126,519-92.9% | $106,201-91.6% | $145,959-93.9% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 20.49% | 225.10%-204.6pp | 116.26%-95.8pp | 561.95%-541.5pp |
| Employer contribution / active EE | $881 | $3,726-76.3% | $3,170-72.2% | $4,661-81.1% |
| Participant deferral / active EE | $1,232 | $5,716-78.5% | $5,012-75.4% | $6,689-81.6% |
| Admin fee / account holder | $46 | $17,312-99.7% | $11,039-99.6% | $13,398-99.7% |