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 6-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 | $2,184 | $87,166-97.5% | $76,735-97.2% | $137,256-98.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 23.03% | 26.50%-3.5pp | 29.77%-6.7pp | 220.34%-197.3pp |
| Employer contribution / active EE | $631 | $2,904-78.3% | $2,454-74.3% | $4,156-84.8% |
| Participant deferral / active EE | $701 | $4,726-85.2% | $4,088-82.8% | $6,407-89.1% |
| Admin fee / account holder | $12 | $8,403-99.9% | $7,189-99.8% | $12,270-99.9% |