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 | $10,528 | $159,602-93.4% | $150,045-93.0% | $142,382-92.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 27.68% | 70.24%-42.6pp | 62.55%-34.9pp | 217.08%-189.4pp |
| Employer contribution / active EE | $1,893 | $4,961-61.8% | $4,693-59.7% | $4,299-56.0% |
| Participant deferral / active EE | $1,893 | $8,310-77.2% | $7,997-76.3% | $6,507-70.9% |
| Admin fee / account holder | $41 | $14,846-99.7% | $13,435-99.7% | $12,624-99.7% |