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 | $7,064 | $74,927-90.6% | $101,794-93.1% | $84,808-91.7% |
| Participation rate | 83.5% | 61.4%+22.1pp | 69.2%+14.4pp | 68.3%+15.2pp |
| Annual return | 49.16% | 18.70%+30.5pp | 30.53%+18.6pp | 40.90%+8.3pp |
| Employer contribution / active EE | $791 | $1,522-48.1% | $2,289-65.5% | $2,631-70.0% |
| Participant deferral / active EE | $1,189 | $3,099-61.6% | $4,084-70.9% | $4,212-71.8% |
| Admin fee / account holder | $245 | $6,514-96.2% | $8,777-97.2% | $7,344-96.7% |