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 | $6,332 | $159,602-96.0% | $150,045-95.8% | $142,382-95.6% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 41.12% | 70.24%-29.1pp | 62.55%-21.4pp | 217.08%-176.0pp |
| Employer contribution / active EE | $1,479 | $4,961-70.2% | $4,693-68.5% | $4,299-65.6% |
| Participant deferral / active EE | $1,848 | $8,310-77.8% | $7,997-76.9% | $6,507-71.6% |
| Admin fee / account holder | $12 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |