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 | $2,882 | $93,571-96.9% | $135,903-97.9% | $75,163-96.2% |
| Participation rate | 92.3% | 75.2%+17.1pp | 81.9%+10.4pp | 67.2%+25.1pp |
| Annual return | 24.27% | 30.90%-6.6pp | 68.23%-44.0pp | 160.62%-136.3pp |
| Employer contribution / active EE | $998 | $3,537-71.8% | $4,856-79.4% | $2,670-62.6% |
| Participant deferral / active EE | $1,207 | $6,404-81.2% | $7,758-84.4% | $4,125-70.7% |
| Admin fee / account holder | $271 | $6,975-96.1% | $10,762-97.5% | $5,651-95.2% |