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 6-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 | $2,687 | $202,432-98.7% | $169,368-98.4% | $139,434-98.1% |
| Participation rate | 85.7% | 81.1%+4.6pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 28.08% | 531.74%-503.7pp | 405.60%-377.5pp | 372.94%-344.9pp |
| Employer contribution / active EE | $623 | $4,692-86.7% | $4,013-84.5% | $4,751-86.9% |
| Participant deferral / active EE | $935 | $6,938-86.5% | $6,221-85.0% | $6,710-86.1% |
| Admin fee / account holder | $251 | $10,708-97.7% | $9,003-97.2% | $11,403-97.8% |