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 | $9,255 | $117,983-92.2% | $101,794-90.9% | $142,382-93.5% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 20.51% | 36.92%-16.4pp | 30.53%-10.0pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,081 | $2,773-61.0% | $2,289-52.8% | $4,299-74.8% |
| Participant deferral / active EE | $1,082 | $4,714-77.1% | $4,084-73.5% | $6,507-83.4% |
| Admin fee / account holder | $56 | $10,433-99.5% | $8,777-99.4% | $12,624-99.6% |