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 | $159,602-96.3% | $150,045-96.1% | $142,382-95.9% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.3%+12.4pp | 80.1%+14.6pp |
| Annual return | 13.09% | 70.24%-57.1pp | 62.55%-49.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $975 | $4,961-80.3% | $4,693-79.2% | $4,299-77.3% |
| Participant deferral / active EE | $1,174 | $8,310-85.9% | $7,997-85.3% | $6,507-82.0% |
| Admin fee / account holder | $278 | $14,846-98.1% | $13,435-97.9% | $12,624-97.8% |