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 | $3,661 | $172,111-97.9% | $150,298-97.6% | $137,256-97.3% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 22.25% | 69.37%-47.1pp | 62.79%-40.5pp | 220.34%-198.1pp |
| Employer contribution / active EE | $864 | $4,636-81.4% | $4,154-79.2% | $4,156-79.2% |
| Participant deferral / active EE | $1,399 | $6,166-77.3% | $5,453-74.3% | $6,407-78.2% |
| Admin fee / account holder | $122 | $16,471-99.3% | $14,116-99.1% | $12,270-99.0% |