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 | $16,413 | $102,317-84.0% | $146,958-88.8% | $80,856-79.7% |
| Participation rate | 78.4% | 75.8%+2.6pp | 82.2%-3.7pp | 67.6%+10.8pp |
| Annual return | 15.73% | 134.76%-119.0pp | 418.34%-402.6pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,121 | $3,713-69.8% | $4,933-77.3% | $2,755-59.3% |
| Participant deferral / active EE | $2,477 | $6,644-62.7% | $8,070-69.3% | $4,296-42.3% |
| Admin fee / account holder | $195 | $7,941-97.5% | $12,998-98.5% | $6,918-97.2% |