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 | $5,461 | $117,983-95.4% | $101,794-94.6% | $142,382-96.2% |
| Participation rate | 94.4% | 74.2%+20.2pp | 69.2%+25.3pp | 80.1%+14.3pp |
| Annual return | 10.48% | 36.92%-26.4pp | 30.53%-20.0pp | 217.08%-206.6pp |
| Employer contribution / active EE | $3,064 | $2,773+10.5% | $2,289+33.8% | $4,299-28.7% |
| Participant deferral / active EE | $548 | $4,714-88.4% | $4,084-86.6% | $6,507-91.6% |
| Admin fee / account holder | $25 | $10,433-99.8% | $8,777-99.7% | $12,624-99.8% |