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 8-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 | $5,685 | $89,355-93.6% | $141,162-96.0% | $72,985-92.2% |
| Participation rate | 85.0% | 75.1%+9.9pp | 82.5%+2.5pp | 69.5%+15.5pp |
| Annual return | 59.11% | 111.85%-52.7pp | 71.39%-12.3pp | 81.00%-21.9pp |
| Employer contribution / active EE | $2,734 | $3,114-12.2% | $4,735-42.3% | $2,440+12.1% |
| Participant deferral / active EE | $1,020 | $5,418-81.2% | $6,709-84.8% | $3,607-71.7% |
| Admin fee / account holder | $250 | $5,958-95.8% | $10,261-97.6% | $5,124-95.1% |