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 | $4,390 | $172,111-97.4% | $150,298-97.1% | $137,256-96.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 38.52% | 69.37%-30.9pp | 62.79%-24.3pp | 220.34%-181.8pp |
| Employer contribution / active EE | $954 | $4,636-79.4% | $4,154-77.0% | $4,156-77.1% |
| Participant deferral / active EE | $1,559 | $6,166-74.7% | $5,453-71.4% | $6,407-75.7% |
| Admin fee / account holder | $11 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |