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 7-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 | $10,832 | $157,256-93.1% | $141,162-92.3% | $152,861-92.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 30.32% | 64.32%-34.0pp | 71.39%-41.1pp | 345.32%-315.0pp |
| Employer contribution / active EE | $2,530 | $5,261-51.9% | $4,735-46.6% | $4,762-46.9% |
| Participant deferral / active EE | $1,978 | $7,109-72.2% | $6,709-70.5% | $5,850-66.2% |
| Admin fee / account holder | $38 | $12,120-99.7% | $10,261-99.6% | $11,596-99.7% |