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 | $80,717-98.0% | $154,803-99.0% | $84,808-98.1% |
| Participation rate | 82.9% | 66.8%+16.0pp | 78.1%+4.8pp | 68.3%+14.5pp |
| Annual return | 30.54% | 37.96%-7.4pp | 58.88%-28.3pp | 40.90%-10.4pp |
| Employer contribution / active EE | $545 | $2,761-80.3% | $4,305-87.3% | $2,631-79.3% |
| Participant deferral / active EE | $582 | $3,303-82.4% | $5,540-89.5% | $4,212-86.2% |
| Admin fee / account holder | $61 | $6,746-99.1% | $14,329-99.6% | $7,344-99.2% |