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 6-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 | $2,977 | $227,553-98.7% | $189,557-98.4% | $167,490-98.2% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.4%-0.7pp | 82.1%-4.3pp |
| Annual return | 25.51% | 78.40%-52.9pp | 64.17%-38.7pp | 478.56%-453.1pp |
| Employer contribution / active EE | $735 | $5,316-86.2% | $4,412-83.3% | $4,837-84.8% |
| Participant deferral / active EE | $1,262 | $7,002-82.0% | $6,174-79.6% | $6,341-80.1% |
| Admin fee / account holder | $24 | $11,878-99.8% | $9,807-99.8% | $12,309-99.8% |