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 | $2,193 | $80,717-97.3% | $154,803-98.6% | $84,808-97.4% |
| Participation rate | 90.9% | 66.8%+24.1pp | 78.1%+12.8pp | 68.3%+22.6pp |
| Annual return | 23.57% | 37.96%-14.4pp | 58.88%-35.3pp | 40.90%-17.3pp |
| Employer contribution / active EE | $634 | $2,761-77.0% | $4,305-85.3% | $2,631-75.9% |
| Participant deferral / active EE | $761 | $3,303-77.0% | $5,540-86.3% | $4,212-81.9% |
| Admin fee / account holder | $110 | $6,746-98.4% | $14,329-99.2% | $7,344-98.5% |