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 5-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 | $5,070 | $159,602-96.8% | $150,045-96.6% | $142,382-96.4% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 25.15% | 70.24%-45.1pp | 62.55%-37.4pp | 217.08%-191.9pp |
| Employer contribution / active EE | $1,033 | $4,961-79.2% | $4,693-78.0% | $4,299-76.0% |
| Participant deferral / active EE | $1,307 | $8,310-84.3% | $7,997-83.7% | $6,507-79.9% |
| Admin fee / account holder | $56 | $14,846-99.6% | $13,435-99.6% | $12,624-99.6% |