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 | $4,420 | $112,096-96.1% | $95,952-95.4% | $158,922-97.2% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 39.97% | 171.09%-131.1pp | 91.61%-51.6pp | 302.83%-262.9pp |
| Employer contribution / active EE | $842 | $3,198-73.7% | $2,541-66.9% | $4,761-82.3% |
| Participant deferral / active EE | $1,292 | $4,784-73.0% | $4,167-69.0% | $5,982-78.4% |
| Admin fee / account holder | $18 | $10,130-99.8% | $6,795-99.7% | $11,246-99.8% |