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 | $1,648 | $104,974-98.4% | $95,585-98.3% | $142,382-98.8% |
| Participation rate | 71.4% | 75.0%-3.5pp | 72.1%-0.6pp | 80.1%-8.7pp |
| Annual return | 22.26% | 210.33%-188.1pp | 38.56%-16.3pp | 217.08%-194.8pp |
| Employer contribution / active EE | $276 | $2,779-90.1% | $2,527-89.1% | $4,299-93.6% |
| Participant deferral / active EE | $484 | $4,352-88.9% | $4,023-88.0% | $6,507-92.6% |
| Admin fee / account holder | $17 | $6,386-99.7% | $6,127-99.7% | $12,624-99.9% |