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 3-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 | $10,226 | $178,174-94.3% | $156,181-93.5% | $137,256-92.5% |
| Participation rate | 93.3% | 82.0%+11.3pp | 78.8%+14.5pp | 80.0%+13.4pp |
| Annual return | 17.25% | 84.19%-66.9pp | 64.87%-47.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $10,404 | $4,972+109.3% | $4,294+142.3% | $4,156+150.3% |
| Participant deferral / active EE | $1,855 | $6,888-73.1% | $6,132-69.8% | $6,407-71.0% |
| Admin fee / account holder | $201 | $17,404-98.8% | $14,586-98.6% | $12,270-98.4% |