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 | $1,873 | $62,573-97.0% | $85,682-97.8% | $85,850-97.8% |
| Participation rate | 81.3% | 61.1%+20.1pp | 69.9%+11.4pp | 69.3%+11.9pp |
| Annual return | 35.30% | 23.77%+11.5pp | 21.49%+13.8pp | 318.53%-283.2pp |
| Employer contribution / active EE | $858 | $1,757-51.1% | $2,618-67.2% | $2,565-66.5% |
| Participant deferral / active EE | $684 | $2,802-75.6% | $3,923-82.6% | $3,952-82.7% |
| Admin fee / account holder | $121 | $4,640-97.4% | $6,873-98.2% | $6,260-98.1% |