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 | $4,957 | $106,584-95.3% | $101,326-95.1% | $142,382-96.5% |
| Participation rate | 81.0% | 82.7%-1.7pp | 81.5%-0.5pp | 80.1%+0.8pp |
| Annual return | 30.89% | 36.93%-6.0pp | 36.82%-5.9pp | 217.08%-186.2pp |
| Employer contribution / active EE | $806 | $3,956-79.6% | $3,665-78.0% | $4,299-81.3% |
| Participant deferral / active EE | $1,336 | $8,297-83.9% | $7,994-83.3% | $6,507-79.5% |
| Admin fee / account holder | $109 | $11,446-99.1% | $11,185-99.0% | $12,624-99.1% |