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 | $3,000 | $148,534-98.0% | $135,903-97.8% | $139,434-97.8% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 43.12% | 79.19%-36.1pp | 68.23%-25.1pp | 372.94%-329.8pp |
| Employer contribution / active EE | $1,299 | $5,243-75.2% | $4,856-73.3% | $4,751-72.7% |
| Participant deferral / active EE | $1,299 | $8,100-84.0% | $7,758-83.3% | $6,710-80.6% |
| Admin fee / account holder | $68 | $12,400-99.5% | $10,762-99.4% | $11,403-99.4% |