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 | $15,859 | $179,726-91.2% | $156,263-89.9% | $142,382-88.9% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 22.82% | 77.86%-55.0pp | 59.47%-36.6pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,576 | $5,069-68.9% | $4,333-63.6% | $4,299-63.3% |
| Participant deferral / active EE | $1,987 | $6,956-71.4% | $6,158-67.7% | $6,507-69.5% |
| Admin fee / account holder | $13 | $17,272-99.9% | $14,255-99.9% | $12,624-99.9% |