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 | $154,228-96.7% | $145,433-96.5% | $137,256-96.3% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.5pp | 80.0%+6.7pp |
| Annual return | 25.15% | 74.59%-49.4pp | 66.58%-41.4pp | 220.34%-195.2pp |
| Employer contribution / active EE | $1,033 | $4,804-78.5% | $4,554-77.3% | $4,156-75.1% |
| Participant deferral / active EE | $1,307 | $8,216-84.1% | $7,897-83.5% | $6,407-79.6% |
| Admin fee / account holder | $56 | $14,344-99.6% | $13,129-99.6% | $12,270-99.5% |