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 | $4,484 | $102,245-95.6% | $89,340-95.0% | $137,256-96.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 18.04% | 21.89%-3.8pp | 20.57%-2.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $225 | $2,529-91.1% | $2,231-89.9% | $4,156-94.6% |
| Participant deferral / active EE | $337 | $4,436-92.4% | $3,823-91.2% | $6,407-94.7% |
| Admin fee / account holder | $70 | $8,085-99.1% | $6,704-99.0% | $12,270-99.4% |