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 | $2,837 | $175,202-98.4% | $149,673-98.1% | $139,434-98.0% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 71.72% | 166.71%-95.0pp | 134.42%-62.7pp | 372.94%-301.2pp |
| Employer contribution / active EE | $1,583 | $5,474-71.1% | $4,818-67.1% | $4,751-66.7% |
| Participant deferral / active EE | $1,583 | $6,519-75.7% | $5,680-72.1% | $6,710-76.4% |
| Admin fee / account holder | $4 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |