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 6-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 | $6,462 | $176,812-96.3% | $146,665-95.6% | $167,490-96.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 29.27% | 24.03%+5.2pp | 22.74%+6.5pp | 478.56%-449.3pp |
| Employer contribution / active EE | $4,916 | $5,160-4.7% | $4,136+18.8% | $4,837+1.6% |
| Participant deferral / active EE | $104 | $6,440-98.4% | $5,506-98.1% | $6,341-98.4% |
| Admin fee / account holder | $185 | $13,259-98.6% | $10,280-98.2% | $12,309-98.5% |