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 | $3,642 | $117,983-96.9% | $101,794-96.4% | $142,382-97.4% |
| Participation rate | 76.5% | 74.2%+2.2pp | 69.2%+7.3pp | 80.1%-3.6pp |
| Annual return | 34.19% | 36.92%-2.7pp | 30.53%+3.7pp | 217.08%-182.9pp |
| Employer contribution / active EE | $633 | $2,773-77.2% | $2,289-72.3% | $4,299-85.3% |
| Participant deferral / active EE | $981 | $4,714-79.2% | $4,084-76.0% | $6,507-84.9% |
| Admin fee / account holder | $13 | $10,433-99.9% | $8,777-99.8% | $12,624-99.9% |