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 | $6,607 | $175,202-96.2% | $149,673-95.6% | $139,434-95.3% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 42.52% | 166.71%-124.2pp | 134.42%-91.9pp | 372.94%-330.4pp |
| Employer contribution / active EE | $1,670 | $5,474-69.5% | $4,818-65.3% | $4,751-64.9% |
| Participant deferral / active EE | $1,845 | $6,519-71.7% | $5,680-67.5% | $6,710-72.5% |
| Admin fee / account holder | $18 | $16,150-99.9% | $13,210-99.9% | $11,403-99.8% |