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 6-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 | $19,016 | $209,336-90.9% | $197,124-90.4% | $137,256-86.1% |
| Participation rate | 81.8% | 87.3%-5.5pp | 86.7%-4.9pp | 80.0%+1.9pp |
| Annual return | 19.50% | 48.09%-28.6pp | 44.34%-24.8pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,531 | $6,591-76.8% | $6,227-75.4% | $4,156-63.2% |
| Participant deferral / active EE | $1,868 | $9,614-80.6% | $9,135-79.5% | $6,407-70.8% |
| Admin fee / account holder | $60 | $17,308-99.7% | $16,298-99.6% | $12,270-99.5% |