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 9-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 | $4,606 | $63,346-92.7% | $92,233-95.0% | $70,131-93.4% |
| Participation rate | 70.0% | 68.7%+1.3pp | 76.5%-6.5pp | 69.5%+0.5pp |
| Annual return | 26.84% | 530.12%-503.3pp | 176.28%-149.4pp | 73.14%-46.3pp |
| Employer contribution / active EE | $2,276 | $2,471-7.9% | $3,679-38.1% | $2,342-2.8% |
| Participant deferral / active EE | $104 | $2,854-96.4% | $3,897-97.3% | $3,332-96.9% |
| Admin fee / account holder | $220 | $3,840-94.3% | $5,194-95.8% | $4,645-95.3% |