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 | $9,663 | $154,228-93.7% | $145,433-93.4% | $137,256-93.0% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.6pp | 80.0%+13.8pp |
| Annual return | 35.15% | 74.59%-39.4pp | 66.58%-31.4pp | 220.34%-185.2pp |
| Employer contribution / active EE | $2,447 | $4,804-49.1% | $4,554-46.3% | $4,156-41.1% |
| Participant deferral / active EE | $1,963 | $8,216-76.1% | $7,897-75.1% | $6,407-69.4% |
| Admin fee / account holder | $121 | $14,344-99.2% | $13,129-99.1% | $12,270-99.0% |