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 | $6,580 | $148,534-95.6% | $135,903-95.2% | $139,434-95.3% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 61.34% | 79.19%-17.9pp | 68.23%-6.9pp | 372.94%-311.6pp |
| Employer contribution / active EE | $1,771 | $5,243-66.2% | $4,856-63.5% | $4,751-62.7% |
| Participant deferral / active EE | $2,366 | $8,100-70.8% | $7,758-69.5% | $6,710-64.7% |
| Admin fee / account holder | $16 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |