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 | $7,963 | $124,281-93.6% | $109,143-92.7% | $167,490-95.2% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 14.54% | 26.04%-11.5pp | 25.75%-11.2pp | 478.56%-464.0pp |
| Employer contribution / active EE | $2,225 | $4,207-47.1% | $3,722-40.2% | $4,837-54.0% |
| Participant deferral / active EE | $1,238 | $5,255-76.4% | $4,653-73.4% | $6,341-80.5% |
| Admin fee / account holder | $21 | $7,970-99.7% | $6,752-99.7% | $12,309-99.8% |