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 | $7,803 | $154,228-94.9% | $145,433-94.6% | $137,256-94.3% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 20.76% | 74.59%-53.8pp | 66.58%-45.8pp | 220.34%-199.6pp |
| Employer contribution / active EE | $957 | $4,804-80.1% | $4,554-79.0% | $4,156-77.0% |
| Participant deferral / active EE | $1,021 | $8,216-87.6% | $7,897-87.1% | $6,407-84.1% |
| Admin fee / account holder | $36 | $14,344-99.8% | $13,129-99.7% | $12,270-99.7% |