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 | $179,726-94.3% | $156,263-93.5% | $142,382-92.8% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.9%+14.4pp | 80.1%+13.2pp |
| Annual return | 17.25% | 77.86%-60.6pp | 59.47%-42.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $10,404 | $5,069+105.2% | $4,333+140.1% | $4,299+142.0% |
| Participant deferral / active EE | $1,855 | $6,956-73.3% | $6,158-69.9% | $6,507-71.5% |
| Admin fee / account holder | $201 | $17,272-98.8% | $14,255-98.6% | $12,624-98.4% |