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 4-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 | $6,334 | $68,719-90.8% | $91,541-93.1% | $84,808-92.5% |
| Participation rate | 71.4% | 64.5%+6.9pp | 69.8%+1.7pp | 68.3%+3.1pp |
| Annual return | 26.16% | 19.12%+7.0pp | 20.50%+5.7pp | 40.90%-14.7pp |
| Employer contribution / active EE | $755 | $1,920-60.7% | $2,505-69.8% | $2,631-71.3% |
| Participant deferral / active EE | $1,063 | $3,136-66.1% | $4,008-73.5% | $4,212-74.8% |
| Admin fee / account holder | $79 | $5,786-98.6% | $6,956-98.9% | $7,344-98.9% |