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 | $67,894-90.7% | $89,340-92.9% | $82,448-92.3% |
| Participation rate | 71.4% | 64.0%+7.4pp | 69.6%+1.9pp | 68.1%+3.4pp |
| Annual return | 26.16% | 19.21%+7.0pp | 20.57%+5.6pp | 41.64%-15.5pp |
| Employer contribution / active EE | $755 | $1,828-58.7% | $2,231-66.2% | $2,551-70.4% |
| Participant deferral / active EE | $1,063 | $3,072-65.4% | $3,823-72.2% | $4,139-74.3% |
| Admin fee / account holder | $79 | $5,723-98.6% | $6,704-98.8% | $7,234-98.9% |