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 4-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 | $2,833 | $68,719-95.9% | $91,541-96.9% | $84,808-96.7% |
| Participation rate | 82.9% | 64.5%+18.4pp | 69.8%+13.1pp | 68.3%+14.5pp |
| Annual return | 21.55% | 19.12%+2.4pp | 20.50%+1.0pp | 40.90%-19.4pp |
| Employer contribution / active EE | $642 | $1,920-66.5% | $2,505-74.4% | $2,631-75.6% |
| Participant deferral / active EE | $873 | $3,136-72.2% | $4,008-78.2% | $4,212-79.3% |
| Admin fee / account holder | $85 | $5,786-98.5% | $6,956-98.8% | $7,344-98.8% |