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 | $5,368 | $60,124-91.1% | $90,404-94.1% | $79,858-93.3% |
| Participation rate | 70.0% | 65.0%+5.0pp | 72.7%-2.7pp | 69.6%+0.4pp |
| Annual return | 12.02% | 71.94%-59.9pp | 1293.02%-1281.0pp | 31.71%-19.7pp |
| Employer contribution / active EE | $353 | $2,068-82.9% | $3,262-89.2% | $2,471-85.7% |
| Participant deferral / active EE | $414 | $2,938-85.9% | $3,963-89.5% | $3,740-88.9% |
| Admin fee / account holder | $52 | $3,976-98.7% | $5,611-99.1% | $5,306-99.0% |