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 6-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 | $3,329 | $84,696-96.1% | $75,696-95.6% | $167,490-98.0% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.8%+10.9pp | 82.1%+3.6pp |
| Annual return | 17.51% | 199.36%-181.9pp | 104.53%-87.0pp | 478.56%-461.0pp |
| Employer contribution / active EE | $993 | $3,230-69.2% | $2,743-63.8% | $4,837-79.5% |
| Participant deferral / active EE | $686 | $4,580-85.0% | $3,821-82.0% | $6,341-89.2% |
| Admin fee / account holder | $142 | $5,355-97.3% | $3,619-96.1% | $12,309-98.8% |