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 4-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 | $9,187 | $214,378-95.7% | $200,582-95.4% | $142,382-93.5% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 13.06% | 46.41%-33.3pp | 42.33%-29.3pp | 217.08%-204.0pp |
| Employer contribution / active EE | $3,010 | $6,841-56.0% | $6,419-53.1% | $4,299-30.0% |
| Participant deferral / active EE | $921 | $9,865-90.7% | $9,331-90.1% | $6,507-85.8% |
| Admin fee / account holder | $57 | $17,692-99.7% | $16,305-99.7% | $12,624-99.5% |