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 7-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 | $3,673 | $111,754-96.7% | $103,333-96.4% | $145,922-97.5% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 14.42% | 24.77%-10.4pp | 24.88%-10.5pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,498 | $4,212-64.4% | $3,868-61.3% | $4,660-67.9% |
| Participant deferral / active EE | $876 | $5,619-84.4% | $5,057-82.7% | $6,688-86.9% |
| Admin fee / account holder | $37 | $9,750-99.6% | $8,355-99.6% | $13,397-99.7% |