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 | $6,628 | $93,571-92.9% | $135,903-95.1% | $75,163-91.2% |
| Participation rate | 93.3% | 75.2%+18.2pp | 81.9%+11.4pp | 67.2%+26.1pp |
| Annual return | 29.26% | 30.90%-1.6pp | 68.23%-39.0pp | 160.62%-131.4pp |
| Employer contribution / active EE | $1,619 | $3,537-54.2% | $4,856-66.7% | $2,670-39.3% |
| Participant deferral / active EE | $2,339 | $6,404-63.5% | $7,758-69.8% | $4,125-43.3% |
| Admin fee / account holder | $27 | $6,975-99.6% | $10,762-99.7% | $5,651-99.5% |