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 5-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 | $1,619 | $110,261-98.5% | $95,745-98.3% | $139,434-98.8% |
| Participation rate | 83.3% | 75.8%+7.6pp | 72.3%+11.1pp | 80.3%+3.0pp |
| Annual return | 24.30% | 27.11%-2.8pp | 28.35%-4.1pp | 372.94%-348.6pp |
| Employer contribution / active EE | $568 | $3,257-82.6% | $2,835-80.0% | $4,751-88.0% |
| Participant deferral / active EE | $637 | $4,676-86.4% | $4,245-85.0% | $6,710-90.5% |
| Admin fee / account holder | $81 | $6,613-98.8% | $5,678-98.6% | $11,403-99.3% |