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 | $4,305 | $111,754-96.1% | $103,333-95.8% | $145,922-97.0% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 25.00% | 24.77%+0.2pp | 24.88%+0.1pp | 561.29%-536.3pp |
| Employer contribution / active EE | $892 | $4,212-78.8% | $3,868-76.9% | $4,660-80.9% |
| Participant deferral / active EE | $915 | $5,619-83.7% | $5,057-81.9% | $6,688-86.3% |
| Admin fee / account holder | $4 | $9,750-100.0% | $8,355-99.9% | $13,397-100.0% |