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 5-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 | $3,008 | $58,208-94.8% | $81,812-96.3% | $80,856-96.3% |
| Participation rate | 73.0% | 63.4%+9.6pp | 72.3%+0.7pp | 67.6%+5.4pp |
| Annual return | 17.66% | 41.66%-24.0pp | 773.79%-756.1pp | 35.59%-17.9pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $605 | $3,281-81.6% | $4,319-86.0% | $4,296-85.9% |
| Admin fee / account holder | $285 | $4,981-94.3% | $7,386-96.1% | $6,918-95.9% |