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 | $7,347 | $100,970-92.7% | $96,576-92.4% | $137,256-94.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 21.29% | 38.16%-16.9pp | 38.47%-17.2pp | 220.34%-199.1pp |
| Employer contribution / active EE | $1,087 | $3,809-71.5% | $3,553-69.4% | $4,156-73.9% |
| Participant deferral / active EE | $1,673 | $8,286-79.8% | $7,956-79.0% | $6,407-73.9% |
| Admin fee / account holder | $26 | $11,312-99.8% | $11,381-99.8% | $12,270-99.8% |