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 5-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 | $9,995 | $159,602-93.7% | $150,045-93.3% | $142,382-93.0% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 21.87% | 70.24%-48.4pp | 62.55%-40.7pp | 217.08%-195.2pp |
| Employer contribution / active EE | $928 | $4,961-81.3% | $4,693-80.2% | $4,299-78.4% |
| Participant deferral / active EE | $2,139 | $8,310-74.3% | $7,997-73.2% | $6,507-67.1% |
| Admin fee / account holder | $42 | $14,846-99.7% | $13,435-99.7% | $12,624-99.7% |