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 6-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 | $4,368 | $72,277-94.0% | $101,248-95.7% | $79,858-94.5% |
| Participation rate | 82.6% | 68.5%+14.1pp | 75.8%+6.8pp | 69.6%+13.0pp |
| Annual return | 512.59% | 22.30%+490.3pp | 46.47%+466.1pp | 31.71%+480.9pp |
| Employer contribution / active EE | $2,264 | $2,692-15.9% | $3,660-38.1% | $2,471-8.4% |
| Participant deferral / active EE | $949 | $3,282-71.1% | $4,370-78.3% | $3,740-74.6% |
| Admin fee / account holder | $15 | $4,400-99.7% | $5,945-99.7% | $5,306-99.7% |