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 3-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 | $2,499 | $107,452-97.7% | $91,541-97.3% | $142,382-98.2% |
| Participation rate | 87.5% | 75.1%+12.4pp | 69.8%+17.7pp | 80.1%+7.4pp |
| Annual return | 25.12% | 22.06%+3.1pp | 20.50%+4.6pp | 217.08%-192.0pp |
| Employer contribution / active EE | $387 | $2,994-87.1% | $2,505-84.5% | $4,299-91.0% |
| Participant deferral / active EE | $434 | $4,754-90.9% | $4,008-89.2% | $6,507-93.3% |
| Admin fee / account holder | $10 | $8,834-99.9% | $6,956-99.9% | $12,624-99.9% |