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 4-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 | $2,491 | $102,245-97.6% | $89,340-97.2% | $137,256-98.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 21.98% | 21.89%+0.1pp | 20.57%+1.4pp | 220.34%-198.4pp |
| Employer contribution / active EE | $368 | $2,529-85.4% | $2,231-83.5% | $4,156-91.1% |
| Participant deferral / active EE | $485 | $4,436-89.1% | $3,823-87.3% | $6,407-92.4% |
| Admin fee / account holder | $29 | $8,085-99.6% | $6,704-99.6% | $12,270-99.8% |