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 | $1,560 | $100,773-98.5% | $88,946-98.2% | $142,382-98.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 22.81% | 70.18%-47.4pp | 57.82%-35.0pp | 217.08%-194.3pp |
| Employer contribution / active EE | $369 | $2,918-87.3% | $2,555-85.5% | $4,299-91.4% |
| Participant deferral / active EE | $581 | $5,230-88.9% | $4,581-87.3% | $6,507-91.1% |
| Admin fee / account holder | $38 | $9,693-99.6% | $8,261-99.5% | $12,624-99.7% |