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 | $8,911 | $183,519-95.1% | $155,509-94.3% | $145,922-93.9% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 16.54% | 61.17%-44.6pp | 64.67%-48.1pp | 561.29%-544.7pp |
| Employer contribution / active EE | $1,334 | $5,313-74.9% | $4,672-71.4% | $4,660-71.4% |
| Participant deferral / active EE | $1,768 | $6,462-72.6% | $5,626-68.6% | $6,688-73.6% |
| Admin fee / account holder | $26 | $19,313-99.9% | $15,912-99.8% | $13,397-99.8% |