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 | $3,575 | $201,272-98.2% | $184,203-98.1% | $145,922-97.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 26.04% | 29.00%-3.0pp | 28.81%-2.8pp | 561.29%-535.2pp |
| Employer contribution / active EE | $1,707 | $7,022-75.7% | $6,427-73.4% | $4,660-63.4% |
| Participant deferral / active EE | $1,839 | $9,806-81.2% | $9,131-79.9% | $6,688-72.5% |
| Admin fee / account holder | $12 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |