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 | $8,895 | $148,534-94.0% | $135,903-93.5% | $139,434-93.6% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+11.0pp | 80.3%+12.5pp |
| Annual return | 25.03% | 79.19%-54.2pp | 68.23%-43.2pp | 372.94%-347.9pp |
| Employer contribution / active EE | $1,519 | $5,243-71.0% | $4,856-68.7% | $4,751-68.0% |
| Participant deferral / active EE | $1,876 | $8,100-76.8% | $7,758-75.8% | $6,710-72.0% |
| Admin fee / account holder | $186 | $12,400-98.5% | $10,762-98.3% | $11,403-98.4% |