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 | $3,350 | $117,983-97.2% | $101,794-96.7% | $142,382-97.6% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.2%+8.6pp | 80.1%-2.3pp |
| Annual return | 21.44% | 36.92%-15.5pp | 30.53%-9.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $569 | $2,773-79.5% | $2,289-75.2% | $4,299-86.8% |
| Participant deferral / active EE | $679 | $4,714-85.6% | $4,084-83.4% | $6,507-89.6% |
| Admin fee / account holder | $168 | $10,433-98.4% | $8,777-98.1% | $12,624-98.7% |