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 | $2,821 | $117,983-97.6% | $101,794-97.2% | $142,382-98.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 21.36% | 36.92%-15.6pp | 30.53%-9.2pp | 217.08%-195.7pp |
| Employer contribution / active EE | $504 | $2,773-81.8% | $2,289-78.0% | $4,299-88.3% |
| Participant deferral / active EE | $927 | $4,714-80.3% | $4,084-77.3% | $6,507-85.7% |
| Admin fee / account holder | $86 | $10,433-99.2% | $8,777-99.0% | $12,624-99.3% |