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 5-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 | $3,412 | $70,002-95.1% | $115,037-97.0% | $52,331-93.5% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 8.46% | 4.04%+4.4pp | 26.14%-17.7pp | 4.54%+3.9pp |
| Employer contribution / active EE | $2,811 | $2,715+3.6% | $4,608-39.0% | $1,882+49.4% |
| Participant deferral / active EE | $610 | $4,920-87.6% | $6,026-89.9% | $3,022-79.8% |
| Admin fee / account holder | $119 | $566-79.0% | $8,175-98.5% | $592-79.9% |