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 | $17,001 | $214,378-92.1% | $200,582-91.5% | $142,382-88.1% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.9%+4.0pp | 80.1%+10.8pp |
| Annual return | 23.19% | 46.41%-23.2pp | 42.33%-19.1pp | 217.08%-193.9pp |
| Employer contribution / active EE | $1,521 | $6,841-77.8% | $6,419-76.3% | $4,299-64.6% |
| Participant deferral / active EE | $2,253 | $9,865-77.2% | $9,331-75.9% | $6,507-65.4% |
| Admin fee / account holder | $15 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |