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 3-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 | $3,634 | $95,803-96.2% | $113,168-96.8% | $84,808-95.7% |
| Participation rate | 84.2% | 72.9%+11.3pp | 76.6%+7.6pp | 68.3%+15.9pp |
| Annual return | 211.67% | 25.00%+186.7pp | 24.27%+187.4pp | 40.90%+170.8pp |
| Employer contribution / active EE | $1,369 | $2,360-42.0% | $2,975-54.0% | $2,631-48.0% |
| Participant deferral / active EE | $1,866 | $4,242-56.0% | $5,107-63.5% | $4,212-55.7% |
| Admin fee / account holder | $19 | $8,989-99.8% | $12,068-99.8% | $7,344-99.7% |