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 | $5,534 | $148,534-96.3% | $135,903-95.9% | $139,434-96.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 59.48% | 79.19%-19.7pp | 68.23%-8.7pp | 372.94%-313.5pp |
| Employer contribution / active EE | $1,410 | $5,243-73.1% | $4,856-71.0% | $4,751-70.3% |
| Participant deferral / active EE | $1,740 | $8,100-78.5% | $7,758-77.6% | $6,710-74.1% |
| Admin fee / account holder | $5 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |