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 | $3,540 | $68,719-94.8% | $91,541-96.1% | $84,808-95.8% |
| Participation rate | 73.7% | 64.5%+9.2pp | 69.8%+3.9pp | 68.3%+5.4pp |
| Annual return | 23.65% | 19.12%+4.5pp | 20.50%+3.2pp | 40.90%-17.2pp |
| Employer contribution / active EE | $741 | $1,920-61.4% | $2,505-70.4% | $2,631-71.8% |
| Participant deferral / active EE | $730 | $3,136-76.7% | $4,008-81.8% | $4,212-82.7% |
| Admin fee / account holder | $208 | $5,786-96.4% | $6,956-97.0% | $7,344-97.2% |