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 | $16,345 | $183,592-91.1% | $155,567-89.5% | $145,959-88.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.27% | 61.24%-46.0pp | 64.74%-49.5pp | 561.95%-546.7pp |
| Employer contribution / active EE | $1,491 | $5,315-71.9% | $4,674-68.1% | $4,661-68.0% |
| Participant deferral / active EE | $1,491 | $6,464-76.9% | $5,628-73.5% | $6,689-77.7% |
| Admin fee / account holder | $162 | $19,318-99.2% | $15,916-99.0% | $13,398-98.8% |