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 8-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 | $4,986 | $106,749-95.3% | $145,433-96.6% | $82,448-94.0% |
| Participation rate | 88.5% | 75.6%+12.8pp | 82.1%+6.3pp | 68.1%+20.4pp |
| Annual return | 19.06% | 27.59%-8.5pp | 66.58%-47.5pp | 41.64%-22.6pp |
| Employer contribution / active EE | $692 | $3,444-79.9% | $4,554-84.8% | $2,551-72.9% |
| Participant deferral / active EE | $1,188 | $6,519-81.8% | $7,897-85.0% | $4,139-71.3% |
| Admin fee / account holder | $295 | $8,390-96.5% | $13,129-97.8% | $7,234-95.9% |