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 5-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 | $17,925 | $201,272-91.1% | $184,203-90.3% | $145,922-87.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.42% | 29.00%-10.6pp | 28.81%-10.4pp | 561.29%-542.9pp |
| Employer contribution / active EE | $2,142 | $7,022-69.5% | $6,427-66.7% | $4,660-54.0% |
| Participant deferral / active EE | $2,534 | $9,806-74.2% | $9,131-72.3% | $6,688-62.1% |
| Admin fee / account holder | $86 | $16,364-99.5% | $13,901-99.4% | $13,397-99.4% |