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 | $3,909 | $95,266-95.9% | $82,389-95.3% | $142,382-97.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 13.55% | 25.74%-12.2pp | 28.67%-15.1pp | 217.08%-203.5pp |
| Employer contribution / active EE | $531 | $2,991-82.2% | $2,517-78.9% | $4,299-87.6% |
| Participant deferral / active EE | $797 | $4,809-83.4% | $4,155-80.8% | $6,507-87.8% |
| Admin fee / account holder | $185 | $8,563-97.8% | $7,231-97.4% | $12,624-98.5% |