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 | $1,477 | $76,407-98.1% | $150,298-99.0% | $82,448-98.2% |
| Participation rate | 89.1% | 66.4%+22.7pp | 77.8%+11.3pp | 68.1%+21.0pp |
| Annual return | 28.46% | 39.99%-11.5pp | 62.79%-34.3pp | 41.64%-13.2pp |
| Employer contribution / active EE | $583 | $2,614-77.7% | $4,154-86.0% | $2,551-77.2% |
| Participant deferral / active EE | $618 | $3,214-80.8% | $5,453-88.7% | $4,139-85.1% |
| Admin fee / account holder | $74 | $6,352-98.8% | $14,116-99.5% | $7,234-99.0% |