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 | $2,923 | $124,319-97.6% | $111,297-97.4% | $167,490-98.3% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 28.86% | 37.44%-8.6pp | 54.65%-25.8pp | 478.56%-449.7pp |
| Employer contribution / active EE | $996 | $3,435-71.0% | $2,731-63.5% | $4,837-79.4% |
| Participant deferral / active EE | $1,622 | $5,180-68.7% | $4,487-63.9% | $6,341-74.4% |
| Admin fee / account holder | $84 | $10,618-99.2% | $7,964-98.9% | $12,309-99.3% |