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 | $3,884 | $140,940-97.2% | $112,229-96.5% | $139,434-97.2% |
| Participation rate | 85.7% | 79.2%+6.5pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 39.50% | 32.71%+6.8pp | 30.20%+9.3pp | 372.94%-333.4pp |
| Employer contribution / active EE | $1,610 | $4,283-62.4% | $3,430-53.1% | $4,751-66.1% |
| Participant deferral / active EE | $1,340 | $5,874-77.2% | $4,798-72.1% | $6,710-80.0% |
| Admin fee / account holder | $60 | $9,954-99.4% | $7,748-99.2% | $11,403-99.5% |