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 9-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 | $5,761 | $87,733-93.4% | $106,548-94.6% | $85,850-93.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 14.28% | 21.86%-7.6pp | 26.80%-12.5pp | 318.53%-304.2pp |
| Employer contribution / active EE | $916 | $2,073-55.8% | $2,819-67.5% | $2,565-64.3% |
| Participant deferral / active EE | $563 | $3,469-83.8% | $4,398-87.2% | $3,952-85.8% |
| Admin fee / account holder | $225 | $6,767-96.7% | $7,407-97.0% | $6,260-96.4% |