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 | $1,701 | $107,452-98.4% | $91,541-98.1% | $142,382-98.8% |
| Participation rate | 86.7% | 75.1%+11.6pp | 69.8%+16.9pp | 80.1%+6.5pp |
| Annual return | 23.42% | 22.06%+1.4pp | 20.50%+2.9pp | 217.08%-193.7pp |
| Employer contribution / active EE | $493 | $2,994-83.5% | $2,505-80.3% | $4,299-88.5% |
| Participant deferral / active EE | $769 | $4,754-83.8% | $4,008-80.8% | $6,507-88.2% |
| Admin fee / account holder | $215 | $8,834-97.6% | $6,956-96.9% | $12,624-98.3% |