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 | $4,986 | $201,259-97.5% | $184,200-97.3% | $145,959-96.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.90% | 28.98%-15.1pp | 28.80%-14.9pp | 561.95%-548.0pp |
| Employer contribution / active EE | $2,399 | $7,018-65.8% | $6,424-62.7% | $4,661-48.5% |
| Participant deferral / active EE | $981 | $9,806-90.0% | $9,132-89.3% | $6,689-85.3% |
| Admin fee / account holder | $114 | $16,372-99.3% | $13,907-99.2% | $13,398-99.2% |