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 | $5,879 | $154,228-96.2% | $145,433-96.0% | $137,256-95.7% |
| Participation rate | 94.7% | 83.8%+10.9pp | 82.1%+12.6pp | 80.0%+14.8pp |
| Annual return | 13.09% | 74.59%-61.5pp | 66.58%-53.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $975 | $4,804-79.7% | $4,554-78.6% | $4,156-76.5% |
| Participant deferral / active EE | $1,174 | $8,216-85.7% | $7,897-85.1% | $6,407-81.7% |
| Admin fee / account holder | $278 | $14,344-98.1% | $13,129-97.9% | $12,270-97.7% |