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 | $2,865 | $79,449-96.4% | $189,557-98.5% | $85,850-96.7% |
| Participation rate | 97.6% | 66.0%+31.6pp | 78.4%+19.2pp | 69.3%+28.3pp |
| Annual return | 18.80% | 18.45%+0.4pp | 64.17%-45.4pp | 318.53%-299.7pp |
| Employer contribution / active EE | $603 | $2,081-71.0% | $4,412-86.3% | $2,565-76.5% |
| Participant deferral / active EE | $843 | $4,051-79.2% | $6,174-86.4% | $3,952-78.7% |
| Admin fee / account holder | $28 | $5,377-99.5% | $9,807-99.7% | $6,260-99.5% |