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 | $3,188 | $105,126-97.0% | $94,646-96.6% | $139,434-97.7% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 30.54% | 38.03%-7.5pp | 156.71%-126.2pp | 372.94%-342.4pp |
| Employer contribution / active EE | $651 | $4,106-84.1% | $3,672-82.3% | $4,751-86.3% |
| Participant deferral / active EE | $873 | $7,599-88.5% | $7,418-88.2% | $6,710-87.0% |
| Admin fee / account holder | $14 | $8,984-99.8% | $7,231-99.8% | $11,403-99.9% |