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 6-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 | $1,836 | $79,449-97.7% | $189,557-99.0% | $85,850-97.9% |
| Participation rate | 88.6% | 66.0%+22.6pp | 78.4%+10.2pp | 69.3%+19.3pp |
| Annual return | 24.95% | 18.45%+6.5pp | 64.17%-39.2pp | 318.53%-293.6pp |
| Employer contribution / active EE | $425 | $2,081-79.6% | $4,412-90.4% | $2,565-83.4% |
| Participant deferral / active EE | $780 | $4,051-80.7% | $6,174-87.4% | $3,952-80.3% |
| Admin fee / account holder | $78 | $5,377-98.5% | $9,807-99.2% | $6,260-98.7% |