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 5-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 | $3,244 | $202,432-98.4% | $169,368-98.1% | $139,434-97.7% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 28.10% | 531.74%-503.6pp | 405.60%-377.5pp | 372.94%-344.8pp |
| Employer contribution / active EE | $769 | $4,692-83.6% | $4,013-80.8% | $4,751-83.8% |
| Participant deferral / active EE | $1,119 | $6,938-83.9% | $6,221-82.0% | $6,710-83.3% |
| Admin fee / account holder | $25 | $10,708-99.8% | $9,003-99.7% | $11,403-99.8% |