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 | $4,738 | $148,534-96.8% | $135,903-96.5% | $139,434-96.6% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 52.54% | 79.19%-26.6pp | 68.23%-15.7pp | 372.94%-320.4pp |
| Employer contribution / active EE | $1,049 | $5,243-80.0% | $4,856-78.4% | $4,751-77.9% |
| Participant deferral / active EE | $1,338 | $8,100-83.5% | $7,758-82.8% | $6,710-80.1% |
| Admin fee / account holder | $4 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |