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 9-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 | $4,451 | $96,635-95.4% | $86,612-94.9% | $139,434-96.8% |
| Participation rate | 70.0% | 74.4%-4.4pp | 71.7%-1.7pp | 80.3%-10.3pp |
| Annual return | 16.75% | 106.41%-89.7pp | 591.07%-574.3pp | 372.94%-356.2pp |
| Employer contribution / active EE | $432 | $3,263-86.8% | $3,022-85.7% | $4,751-90.9% |
| Participant deferral / active EE | $731 | $4,836-84.9% | $4,438-83.5% | $6,710-89.1% |
| Admin fee / account holder | $131 | $6,408-98.0% | $5,614-97.7% | $11,403-98.8% |