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 | $3,024 | $99,877-97.0% | $84,966-96.4% | $145,922-97.9% |
| Participation rate | 90.0% | 74.1%+15.9pp | 67.5%+22.5pp | 80.3%+9.7pp |
| Annual return | 15.45% | 83.76%-68.3pp | 66.38%-50.9pp | 561.29%-545.8pp |
| Employer contribution / active EE | $720 | $3,231-77.7% | $2,727-73.6% | $4,660-84.6% |
| Participant deferral / active EE | $822 | $5,291-84.5% | $4,519-81.8% | $6,688-87.7% |
| Admin fee / account holder | $11 | $7,248-99.9% | $6,149-99.8% | $13,397-99.9% |