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 | $8,058 | $159,602-95.0% | $150,045-94.6% | $142,382-94.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 37.95% | 70.24%-32.3pp | 62.55%-24.6pp | 217.08%-179.1pp |
| Employer contribution / active EE | $1,669 | $4,961-66.3% | $4,693-64.4% | $4,299-61.2% |
| Participant deferral / active EE | $2,002 | $8,310-75.9% | $7,997-75.0% | $6,507-69.2% |
| Admin fee / account holder | $41 | $14,846-99.7% | $13,435-99.7% | $12,624-99.7% |