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 | $12,375 | $98,750-87.5% | $149,696-91.7% | $79,858-84.5% |
| Participation rate | 71.6% | 75.8%-4.2pp | 82.5%-10.9pp | 69.6%+2.0pp |
| Annual return | 121.21% | 27.43%+93.8pp | 276.60%-155.4pp | 31.71%+89.5pp |
| Employer contribution / active EE | $963 | $3,216-70.1% | $4,644-79.3% | $2,471-61.0% |
| Participant deferral / active EE | $986 | $5,680-82.6% | $6,842-85.6% | $3,740-73.6% |
| Admin fee / account holder | $46 | $6,053-99.2% | $9,309-99.5% | $5,306-99.1% |