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 | $2,241 | $59,101-96.2% | $77,163-97.1% | $75,163-97.0% |
| Participation rate | 96.8% | 63.9%+32.9pp | 69.6%+27.2pp | 67.2%+29.6pp |
| Annual return | 25.11% | 26.71%-1.6pp | 37.87%-12.8pp | 160.62%-135.5pp |
| Employer contribution / active EE | $634 | $1,995-68.2% | $2,535-75.0% | $2,670-76.2% |
| Participant deferral / active EE | $634 | $2,999-78.8% | $3,833-83.5% | $4,125-84.6% |
| Admin fee / account holder | $51 | $4,774-98.9% | $5,472-99.1% | $5,651-99.1% |