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 | $1,905 | $104,974-98.2% | $95,585-98.0% | $142,382-98.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.80% | 210.33%-192.5pp | 38.56%-20.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $273 | $2,779-90.2% | $2,527-89.2% | $4,299-93.6% |
| Participant deferral / active EE | $272 | $4,352-93.8% | $4,023-93.2% | $6,507-95.8% |
| Admin fee / account holder | $154 | $6,386-97.6% | $6,127-97.5% | $12,624-98.8% |