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 | $5,590 | $159,602-96.5% | $150,045-96.3% | $142,382-96.1% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 46.68% | 70.24%-23.6pp | 62.55%-15.9pp | 217.08%-170.4pp |
| Employer contribution / active EE | $960 | $4,961-80.6% | $4,693-79.5% | $4,299-77.7% |
| Participant deferral / active EE | $1,594 | $8,310-80.8% | $7,997-80.1% | $6,507-75.5% |
| Admin fee / account holder | $10 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |