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 | $3,001 | $114,381-97.4% | $107,525-97.2% | $142,382-97.9% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 23.05% | 242.71%-219.7pp | 181.32%-158.3pp | 217.08%-194.0pp |
| Employer contribution / active EE | $957 | $4,015-76.2% | $3,754-74.5% | $4,299-77.7% |
| Participant deferral / active EE | $973 | $5,564-82.5% | $5,116-81.0% | $6,507-85.1% |
| Admin fee / account holder | $18 | $9,860-99.8% | $8,919-99.8% | $12,624-99.9% |