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 10-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 | $2,804 | $104,251-97.3% | $91,001-96.9% | $147,584-98.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 26.53% | 27.06%-0.5pp | 4.60%+21.9pp | 578.55%-552.0pp |
| Employer contribution / active EE | $636 | $3,116-79.6% | $2,456-74.1% | $4,876-87.0% |
| Participant deferral / active EE | $1,091 | $4,195-74.0% | $3,547-69.3% | $5,439-79.9% |
| Admin fee / account holder | $6 | $8,948-99.9% | $5,417-99.9% | $10,885-99.9% |