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 | $107,452-95.8% | $91,541-95.1% | $142,382-96.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.04% | 22.06%-4.0pp | 20.50%-2.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $225 | $2,994-92.5% | $2,505-91.0% | $4,299-94.8% |
| Participant deferral / active EE | $337 | $4,754-92.9% | $4,008-91.6% | $6,507-94.8% |
| Admin fee / account holder | $70 | $8,834-99.2% | $6,956-99.0% | $12,624-99.4% |