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 | $5,703 | $154,228-96.3% | $145,433-96.1% | $137,256-95.8% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 75.41% | 74.59%+0.8pp | 66.58%+8.8pp | 220.34%-144.9pp |
| Employer contribution / active EE | $873 | $4,804-81.8% | $4,554-80.8% | $4,156-79.0% |
| Participant deferral / active EE | $1,461 | $8,216-82.2% | $7,897-81.5% | $6,407-77.2% |
| Admin fee / account holder | $19 | $14,344-99.9% | $13,129-99.9% | $12,270-99.8% |