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 | $5,357 | $177,572-97.0% | $154,803-96.5% | $142,382-96.2% |
| Participation rate | 95.8% | 82.1%+13.8pp | 78.1%+17.8pp | 80.1%+15.7pp |
| Annual return | 27.13% | 65.07%-37.9pp | 58.88%-31.8pp | 217.08%-189.9pp |
| Employer contribution / active EE | $987 | $4,810-79.5% | $4,305-77.1% | $4,299-77.0% |
| Participant deferral / active EE | $1,589 | $6,272-74.7% | $5,540-71.3% | $6,507-75.6% |
| Admin fee / account holder | $184 | $16,786-98.9% | $14,329-98.7% | $12,624-98.5% |