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 | $5,135 | $96,305-94.7% | $80,569-93.6% | $139,434-96.3% |
| Participation rate | 83.3% | 73.6%+9.7pp | 67.0%+16.3pp | 80.3%+3.0pp |
| Annual return | 24.08% | 1350.08%-1326.0pp | 935.43%-911.3pp | 372.94%-348.9pp |
| Employer contribution / active EE | $464 | $3,262-85.8% | $2,723-83.0% | $4,751-90.2% |
| Participant deferral / active EE | $670 | $5,232-87.2% | $4,447-84.9% | $6,710-90.0% |
| Admin fee / account holder | $98 | $6,599-98.5% | $5,377-98.2% | $11,403-99.1% |