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 | $15,490 | $179,726-91.4% | $156,263-90.1% | $142,382-89.1% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 20.41% | 77.86%-57.4pp | 59.47%-39.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,440 | $5,069-71.6% | $4,333-66.8% | $4,299-66.5% |
| Participant deferral / active EE | $1,985 | $6,956-71.5% | $6,158-67.8% | $6,507-69.5% |
| Admin fee / account holder | $181 | $17,272-99.0% | $14,255-98.7% | $12,624-98.6% |