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 | $1,668 | $106,584-98.4% | $101,326-98.4% | $142,382-98.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 41.79% | 36.93%+4.9pp | 36.82%+5.0pp | 217.08%-175.3pp |
| Employer contribution / active EE | $1,313 | $3,956-66.8% | $3,665-64.2% | $4,299-69.5% |
| Participant deferral / active EE | $751 | $8,297-90.9% | $7,994-90.6% | $6,507-88.5% |
| Admin fee / account holder | $123 | $11,446-98.9% | $11,185-98.9% | $12,624-99.0% |