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 | $870 | $107,452-99.2% | $91,541-99.0% | $142,382-99.4% |
| Participation rate | 76.9% | 75.1%+1.8pp | 69.8%+7.1pp | 80.1%-3.2pp |
| Annual return | 24.64% | 22.06%+2.6pp | 20.50%+4.1pp | 217.08%-192.4pp |
| Employer contribution / active EE | $217 | $2,994-92.8% | $2,505-91.3% | $4,299-95.0% |
| Participant deferral / active EE | $363 | $4,754-92.4% | $4,008-91.0% | $6,507-94.4% |
| Admin fee / account holder | $40 | $8,834-99.5% | $6,956-99.4% | $12,624-99.7% |