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 | $9,770 | $106,749-90.8% | $145,433-93.3% | $82,448-88.1% |
| Participation rate | 77.5% | 75.6%+1.9pp | 82.1%-4.6pp | 68.1%+9.4pp |
| Annual return | 21.91% | 27.59%-5.7pp | 66.58%-44.7pp | 41.64%-19.7pp |
| Employer contribution / active EE | $846 | $3,444-75.4% | $4,554-81.4% | $2,551-66.9% |
| Participant deferral / active EE | $1,543 | $6,519-76.3% | $7,897-80.5% | $4,139-62.7% |
| Admin fee / account holder | $21 | $8,390-99.8% | $13,129-99.8% | $7,234-99.7% |