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 | $3,691 | $69,515-94.7% | $86,874-95.8% | $85,850-95.7% |
| Participation rate | 98.0% | 66.3%+31.7pp | 71.6%+26.4pp | 69.3%+28.7pp |
| Annual return | 17.25% | 20.12%-2.9pp | 63.52%-46.3pp | 318.53%-301.3pp |
| Employer contribution / active EE | $1,020 | $1,880-45.8% | $2,495-59.1% | $2,565-60.2% |
| Participant deferral / active EE | $269 | $2,919-90.8% | $3,699-92.7% | $3,952-93.2% |
| Admin fee / account holder | $104 | $5,972-98.3% | $5,828-98.2% | $6,260-98.3% |