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 6-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 | $11,057 | $71,516-84.5% | $98,439-88.8% | $71,457-84.5% |
| Participation rate | 90.5% | 72.7%+17.8pp | 75.2%+15.4pp | 67.9%+22.6pp |
| Annual return | 15.48% | 32.41%-16.9pp | 21.16%-5.7pp | 28.85%-13.4pp |
| Employer contribution / active EE | $967 | $2,399-59.7% | $3,048-68.3% | $2,588-62.6% |
| Participant deferral / active EE | $615 | $4,109-85.0% | $4,738-87.0% | $4,289-85.7% |
| Admin fee / account holder | $280 | $1,675-83.3% | $8,948-96.9% | $1,587-82.4% |