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 | $106,584-95.4% | $101,326-95.1% | $142,382-96.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 29.08% | 36.93%-7.8pp | 36.82%-7.7pp | 217.08%-188.0pp |
| Employer contribution / active EE | $1,400 | $3,956-64.6% | $3,665-61.8% | $4,299-67.4% |
| Participant deferral / active EE | $1,579 | $8,297-81.0% | $7,994-80.2% | $6,507-75.7% |
| Admin fee / account holder | $73 | $11,446-99.4% | $11,185-99.4% | $12,624-99.4% |