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 | $4,952 | $100,970-95.1% | $96,576-94.9% | $137,256-96.4% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 29.08% | 38.16%-9.1pp | 38.47%-9.4pp | 220.34%-191.3pp |
| Employer contribution / active EE | $1,400 | $3,809-63.2% | $3,553-60.6% | $4,156-66.3% |
| Participant deferral / active EE | $1,579 | $8,286-80.9% | $7,956-80.2% | $6,407-75.3% |
| Admin fee / account holder | $73 | $11,312-99.4% | $11,381-99.4% | $12,270-99.4% |