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 | $4,863 | $114,381-95.7% | $107,525-95.5% | $142,382-96.6% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 31.00% | 242.71%-211.7pp | 181.32%-150.3pp | 217.08%-186.1pp |
| Employer contribution / active EE | $1,347 | $4,015-66.5% | $3,754-64.1% | $4,299-68.7% |
| Participant deferral / active EE | $1,347 | $5,564-75.8% | $5,116-73.7% | $6,507-79.3% |
| Admin fee / account holder | $38 | $9,860-99.6% | $8,919-99.6% | $12,624-99.7% |