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 | $112,729-96.8% | $98,716-96.3% | $137,256-97.3% |
| Participation rate | 76.5% | 74.2%+2.2pp | 69.3%+7.2pp | 80.0%-3.5pp |
| Annual return | 34.19% | 38.48%-4.3pp | 31.81%+2.4pp | 220.34%-186.1pp |
| Employer contribution / active EE | $633 | $2,725-76.8% | $2,279-72.2% | $4,156-84.8% |
| Participant deferral / active EE | $981 | $4,640-78.9% | $4,048-75.8% | $6,407-84.7% |
| Admin fee / account holder | $13 | $10,129-99.9% | $8,703-99.8% | $12,270-99.9% |