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 6-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 | $3,701 | $154,228-97.6% | $145,433-97.5% | $137,256-97.3% |
| Participation rate | 95.8% | 83.8%+12.0pp | 82.1%+13.7pp | 80.0%+15.9pp |
| Annual return | 24.16% | 74.59%-50.4pp | 66.58%-42.4pp | 220.34%-196.2pp |
| Employer contribution / active EE | $954 | $4,804-80.2% | $4,554-79.1% | $4,156-77.1% |
| Participant deferral / active EE | $1,725 | $8,216-79.0% | $7,897-78.2% | $6,407-73.1% |
| Admin fee / account holder | $34 | $14,344-99.8% | $13,129-99.7% | $12,270-99.7% |