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 | $97,125-98.4% | $86,233-98.2% | $137,256-98.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 22.81% | 74.19%-51.4pp | 61.39%-38.6pp | 220.34%-197.5pp |
| Employer contribution / active EE | $369 | $2,841-87.0% | $2,504-85.3% | $4,156-91.1% |
| Participant deferral / active EE | $581 | $5,180-88.8% | $4,559-87.2% | $6,407-90.9% |
| Admin fee / account holder | $38 | $9,725-99.6% | $8,342-99.6% | $12,270-99.7% |