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 7-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 | $4,890 | $112,096-95.6% | $95,952-94.9% | $158,922-96.9% |
| Participation rate | 87.0% | 79.0%+8.0pp | 77.1%+9.9pp | 82.0%+5.0pp |
| Annual return | 29.54% | 171.09%-141.6pp | 91.61%-62.1pp | 302.83%-273.3pp |
| Employer contribution / active EE | $715 | $3,198-77.6% | $2,541-71.8% | $4,761-85.0% |
| Participant deferral / active EE | $798 | $4,784-83.3% | $4,167-80.9% | $5,982-86.7% |
| Admin fee / account holder | $170 | $10,130-98.3% | $6,795-97.5% | $11,246-98.5% |