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 | $13,016 | $159,901-91.9% | $146,958-91.1% | $145,922-91.1% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 12.77% | 98.13%-85.4pp | 418.34%-405.6pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,980 | $5,286-62.5% | $4,933-59.9% | $4,660-57.5% |
| Participant deferral / active EE | $2,148 | $8,428-74.5% | $8,070-73.4% | $6,688-67.9% |
| Admin fee / account holder | $86 | $15,044-99.4% | $12,998-99.3% | $13,397-99.4% |