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 | $9,037 | $159,602-94.3% | $150,045-94.0% | $142,382-93.7% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 30.82% | 70.24%-39.4pp | 62.55%-31.7pp | 217.08%-186.3pp |
| Employer contribution / active EE | $1,990 | $4,961-59.9% | $4,693-57.6% | $4,299-53.7% |
| Participant deferral / active EE | $2,327 | $8,310-72.0% | $7,997-70.9% | $6,507-64.2% |
| Admin fee / account holder | $164 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |