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 | $6,177 | $124,425-95.0% | $112,040-94.5% | $137,256-95.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 25.33% | 24.72%+0.6pp | 24.52%+0.8pp | 220.34%-195.0pp |
| Employer contribution / active EE | $1,226 | $3,411-64.1% | $2,954-58.5% | $4,156-70.5% |
| Participant deferral / active EE | $1,566 | $5,718-72.6% | $5,098-69.3% | $6,407-75.6% |
| Admin fee / account holder | $96 | $15,207-99.4% | $12,098-99.2% | $12,270-99.2% |