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 4-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 | $2,885 | $80,717-96.4% | $154,803-98.1% | $84,808-96.6% |
| Participation rate | 76.0% | 66.8%+9.2pp | 78.1%-2.1pp | 68.3%+7.7pp |
| Annual return | 19.80% | 37.96%-18.2pp | 58.88%-39.1pp | 40.90%-21.1pp |
| Employer contribution / active EE | $403 | $2,761-85.4% | $4,305-90.6% | $2,631-84.7% |
| Participant deferral / active EE | $381 | $3,303-88.5% | $5,540-93.1% | $4,212-91.0% |
| Admin fee / account holder | $166 | $6,746-97.5% | $14,329-98.8% | $7,344-97.7% |