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 | $2,686 | $95,803-97.2% | $113,168-97.6% | $84,808-96.8% |
| Participation rate | 71.8% | 72.9%-1.1pp | 76.6%-4.8pp | 68.3%+3.5pp |
| Annual return | 21.35% | 25.00%-3.7pp | 24.27%-2.9pp | 40.90%-19.5pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $965 | $4,242-77.3% | $5,107-81.1% | $4,212-77.1% |
| Admin fee / account holder | $27 | $8,989-99.7% | $12,068-99.8% | $7,344-99.6% |