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 3-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 | $3,297 | $114,381-97.1% | $107,525-96.9% | $142,382-97.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 22.59% | 242.71%-220.1pp | 181.32%-158.7pp | 217.08%-194.5pp |
| Employer contribution / active EE | $831 | $4,015-79.3% | $3,754-77.8% | $4,299-80.7% |
| Participant deferral / active EE | $950 | $5,564-82.9% | $5,116-81.4% | $6,507-85.4% |
| Admin fee / account holder | $128 | $9,860-98.7% | $8,919-98.6% | $12,624-99.0% |