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 | $4,762 | $117,983-96.0% | $101,794-95.3% | $142,382-96.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.63% | 36.92%-19.3pp | 30.53%-12.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $544 | $2,773-80.4% | $2,289-76.2% | $4,299-87.3% |
| Participant deferral / active EE | $544 | $4,714-88.5% | $4,084-86.7% | $6,507-91.6% |
| Admin fee / account holder | $31 | $10,433-99.7% | $8,777-99.6% | $12,624-99.8% |