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 | $80,717-98.2% | $154,803-99.0% | $84,808-98.3% |
| Participation rate | 89.1% | 66.8%+22.3pp | 78.1%+11.0pp | 68.3%+20.8pp |
| Annual return | 28.46% | 37.96%-9.5pp | 58.88%-30.4pp | 40.90%-12.4pp |
| Employer contribution / active EE | $583 | $2,761-78.9% | $4,305-86.5% | $2,631-77.8% |
| Participant deferral / active EE | $618 | $3,303-81.3% | $5,540-88.8% | $4,212-85.3% |
| Admin fee / account holder | $74 | $6,746-98.9% | $14,329-99.5% | $7,344-99.0% |