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 | $5,392 | $102,604-94.7% | $86,188-93.7% | $139,434-96.1% |
| Participation rate | 70.0% | 74.5%-4.5pp | 69.0%+1.0pp | 80.3%-10.3pp |
| Annual return | 28.65% | 1922.51%-1893.9pp | 1168.45%-1139.8pp | 372.94%-344.3pp |
| Employer contribution / active EE | $925 | $3,032-69.5% | $2,380-61.1% | $4,751-80.5% |
| Participant deferral / active EE | $925 | $4,676-80.2% | $3,985-76.8% | $6,710-86.2% |
| Admin fee / account holder | $30 | $8,657-99.7% | $6,852-99.6% | $11,403-99.7% |