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 | $5,992 | $111,754-94.6% | $103,333-94.2% | $145,922-95.9% |
| Participation rate | 78.6% | 77.9%+0.6pp | 74.5%+4.1pp | 80.3%-1.7pp |
| Annual return | 14.02% | 24.77%-10.7pp | 24.88%-10.9pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,079 | $4,212-74.4% | $3,868-72.1% | $4,660-76.8% |
| Participant deferral / active EE | $1,092 | $5,619-80.6% | $5,057-78.4% | $6,688-83.7% |
| Admin fee / account holder | $132 | $9,750-98.6% | $8,355-98.4% | $13,397-99.0% |