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 5-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 | $6,030 | $110,257-94.5% | $96,544-93.8% | $139,434-95.7% |
| Participation rate | 86.4% | 78.1%+8.3pp | 76.0%+10.4pp | 80.3%+6.0pp |
| Annual return | 24.44% | 26.32%-1.9pp | 25.84%-1.4pp | 372.94%-348.5pp |
| Employer contribution / active EE | $1,151 | $3,620-68.2% | $2,965-61.2% | $4,751-75.8% |
| Participant deferral / active EE | $1,433 | $5,548-74.2% | $4,851-70.5% | $6,710-78.6% |
| Admin fee / account holder | $7 | $11,591-99.9% | $8,252-99.9% | $11,403-99.9% |