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 | $8,732 | $154,228-94.3% | $145,433-94.0% | $137,256-93.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.20% | 74.59%-55.4pp | 66.58%-47.4pp | 220.34%-201.1pp |
| Employer contribution / active EE | $894 | $4,804-81.4% | $4,554-80.4% | $4,156-78.5% |
| Participant deferral / active EE | $1,187 | $8,216-85.6% | $7,897-85.0% | $6,407-81.5% |
| Admin fee / account holder | $54 | $14,344-99.6% | $13,129-99.6% | $12,270-99.6% |