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 | $5,617 | $100,970-94.4% | $96,576-94.2% | $137,256-95.9% |
| Participation rate | 88.9% | 82.6%+6.3pp | 81.4%+7.4pp | 80.0%+8.9pp |
| Annual return | 26.43% | 38.16%-11.7pp | 38.47%-12.0pp | 220.34%-193.9pp |
| Employer contribution / active EE | $984 | $3,809-74.2% | $3,553-72.3% | $4,156-76.3% |
| Participant deferral / active EE | $1,071 | $8,286-87.1% | $7,956-86.5% | $6,407-83.3% |
| Admin fee / account holder | $16 | $11,312-99.9% | $11,381-99.9% | $12,270-99.9% |