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 | $1,588 | $76,407-97.9% | $150,298-98.9% | $82,448-98.1% |
| Participation rate | 82.9% | 66.4%+16.5pp | 77.8%+5.1pp | 68.1%+14.8pp |
| Annual return | 30.54% | 39.99%-9.4pp | 62.79%-32.2pp | 41.64%-11.1pp |
| Employer contribution / active EE | $545 | $2,614-79.2% | $4,154-86.9% | $2,551-78.6% |
| Participant deferral / active EE | $582 | $3,214-81.9% | $5,453-89.3% | $4,139-85.9% |
| Admin fee / account holder | $61 | $6,352-99.0% | $14,116-99.6% | $7,234-99.2% |