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 | $12,813 | $239,571-94.7% | $183,328-93.0% | $137,256-90.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 23.86% | 35.69%-11.8pp | 29.67%-5.8pp | 220.34%-196.5pp |
| Employer contribution / active EE | $2,216 | $6,148-64.0% | $5,055-56.2% | $4,156-46.7% |
| Participant deferral / active EE | $2,458 | $7,995-69.3% | $6,795-63.8% | $6,407-61.6% |
| Admin fee / account holder | $21 | $30,059-99.9% | $21,427-99.9% | $12,270-99.8% |