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 | $1,628 | $127,264-98.7% | $109,895-98.5% | $167,490-99.0% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.2%-2.8pp | 82.1%-10.7pp |
| Annual return | 26.48% | 22.97%+3.5pp | 29.45%-3.0pp | 478.56%-452.1pp |
| Employer contribution / active EE | $413 | $3,322-87.6% | $2,842-85.5% | $4,837-91.5% |
| Participant deferral / active EE | $522 | $4,514-88.4% | $4,048-87.1% | $6,341-91.8% |
| Admin fee / account holder | $1 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |