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 8-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 | $4,450 | $95,561-95.3% | $77,163-94.2% | $139,434-96.8% |
| Participation rate | 81.3% | 73.9%+7.3pp | 69.6%+11.7pp | 80.3%+0.9pp |
| Annual return | 19.88% | 54.92%-35.0pp | 37.87%-18.0pp | 372.94%-353.1pp |
| Employer contribution / active EE | $418 | $3,147-86.7% | $2,535-83.5% | $4,751-91.2% |
| Participant deferral / active EE | $653 | $4,624-85.9% | $3,833-83.0% | $6,710-90.3% |
| Admin fee / account holder | $39 | $8,295-99.5% | $5,472-99.3% | $11,403-99.7% |