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 | $8,370 | $209,336-96.0% | $197,124-95.8% | $137,256-93.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 23.71% | 48.09%-24.4pp | 44.34%-20.6pp | 220.34%-196.6pp |
| Employer contribution / active EE | $1,540 | $6,591-76.6% | $6,227-75.3% | $4,156-63.0% |
| Participant deferral / active EE | $1,451 | $9,614-84.9% | $9,135-84.1% | $6,407-77.3% |
| Admin fee / account holder | $179 | $17,308-99.0% | $16,298-98.9% | $12,270-98.5% |