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 | $1,124 | $60,124-98.1% | $90,404-98.8% | $79,858-98.6% |
| Participation rate | 72.2% | 65.0%+7.2pp | 72.7%-0.5pp | 69.6%+2.6pp |
| Annual return | 15.65% | 71.94%-56.3pp | 1293.02%-1277.4pp | 31.71%-16.1pp |
| Employer contribution / active EE | $414 | $2,068-80.0% | $3,262-87.3% | $2,471-83.3% |
| Participant deferral / active EE | $634 | $2,938-78.4% | $3,963-84.0% | $3,740-83.0% |
| Admin fee / account holder | $189 | $3,976-95.2% | $5,611-96.6% | $5,306-96.4% |