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 | $13,429 | $148,534-91.0% | $135,903-90.1% | $139,434-90.4% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 25.98% | 79.19%-53.2pp | 68.23%-42.2pp | 372.94%-347.0pp |
| Employer contribution / active EE | $1,409 | $5,243-73.1% | $4,856-71.0% | $4,751-70.3% |
| Participant deferral / active EE | $2,451 | $8,100-69.7% | $7,758-68.4% | $6,710-63.5% |
| Admin fee / account holder | $19 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |