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 9-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 | $3,567 | $116,175-96.9% | $93,606-96.2% | $152,861-97.7% |
| Participation rate | 83.3% | 78.0%+5.3pp | 75.8%+7.5pp | 82.4%+0.9pp |
| Annual return | 19.08% | 35.96%-16.9pp | 32.76%-13.7pp | 345.32%-326.2pp |
| Employer contribution / active EE | $606 | $3,218-81.2% | $2,718-77.7% | $4,762-87.3% |
| Participant deferral / active EE | $708 | $4,603-84.6% | $4,069-82.6% | $5,850-87.9% |
| Admin fee / account holder | $60 | $10,748-99.4% | $7,888-99.2% | $11,596-99.5% |