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 | $8,419 | $93,571-91.0% | $135,903-93.8% | $75,163-88.8% |
| Participation rate | 86.2% | 75.2%+11.0pp | 81.9%+4.3pp | 67.2%+19.0pp |
| Annual return | 89.12% | 30.90%+58.2pp | 68.23%+20.9pp | 160.62%-71.5pp |
| Employer contribution / active EE | $3,265 | $3,537-7.7% | $4,856-32.8% | $2,670+22.3% |
| Participant deferral / active EE | $1,803 | $6,404-71.8% | $7,758-76.8% | $4,125-56.3% |
| Admin fee / account holder | $89 | $6,975-98.7% | $10,762-99.2% | $5,651-98.4% |