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 7-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 | $7,521 | $112,096-93.3% | $95,952-92.2% | $158,922-95.3% |
| Participation rate | 90.9% | 79.0%+11.9pp | 77.1%+13.8pp | 82.0%+9.0pp |
| Annual return | 24.14% | 171.09%-147.0pp | 91.61%-67.5pp | 302.83%-278.7pp |
| Employer contribution / active EE | $1,269 | $3,198-60.3% | $2,541-50.0% | $4,761-73.3% |
| Participant deferral / active EE | $1,423 | $4,784-70.3% | $4,167-65.9% | $5,982-76.2% |
| Admin fee / account holder | $240 | $10,130-97.6% | $6,795-96.5% | $11,246-97.9% |