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 | $9,836 | $172,111-94.3% | $150,298-93.5% | $137,256-92.8% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 18.78% | 69.37%-50.6pp | 62.79%-44.0pp | 220.34%-201.6pp |
| Employer contribution / active EE | $872 | $4,636-81.2% | $4,154-79.0% | $4,156-79.0% |
| Participant deferral / active EE | $1,254 | $6,166-79.7% | $5,453-77.0% | $6,407-80.4% |
| Admin fee / account holder | $36 | $16,471-99.8% | $14,116-99.7% | $12,270-99.7% |