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 | $4,780 | $201,272-97.6% | $184,203-97.4% | $145,922-96.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 57.25% | 29.00%+28.2pp | 28.81%+28.4pp | 561.29%-504.0pp |
| Employer contribution / active EE | $2,277 | $7,022-67.6% | $6,427-64.6% | $4,660-51.1% |
| Participant deferral / active EE | $1,954 | $9,806-80.1% | $9,131-78.6% | $6,688-70.8% |
| Admin fee / account holder | $42 | $16,364-99.7% | $13,901-99.7% | $13,397-99.7% |