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 | $5,283 | $159,602-96.7% | $150,045-96.5% | $142,382-96.3% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.3%+9.0pp | 80.1%+11.2pp |
| Annual return | 33.50% | 70.24%-36.7pp | 62.55%-29.0pp | 217.08%-183.6pp |
| Employer contribution / active EE | $1,733 | $4,961-65.1% | $4,693-63.1% | $4,299-59.7% |
| Participant deferral / active EE | $2,107 | $8,310-74.6% | $7,997-73.7% | $6,507-67.6% |
| Admin fee / account holder | $90 | $14,846-99.4% | $13,435-99.3% | $12,624-99.3% |