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 | $5,312 | $86,286-93.8% | $111,297-95.2% | $85,850-93.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 22.87% | 19.99%+2.9pp | 54.65%-31.8pp | 318.53%-295.7pp |
| Employer contribution / active EE | $827 | $2,043-59.5% | $2,731-69.7% | $2,565-67.7% |
| Participant deferral / active EE | $793 | $3,641-78.2% | $4,487-82.3% | $3,952-79.9% |
| Admin fee / account holder | $122 | $8,188-98.5% | $7,964-98.5% | $6,260-98.0% |