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 3-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 | $6,342 | $102,317-93.8% | $146,958-95.7% | $80,856-92.2% |
| Participation rate | 94.6% | 75.8%+18.8pp | 82.2%+12.4pp | 67.6%+27.0pp |
| Annual return | 14.65% | 134.76%-120.1pp | 418.34%-403.7pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,585 | $3,713-57.3% | $4,933-67.9% | $2,755-42.5% |
| Participant deferral / active EE | $2,070 | $6,644-68.8% | $8,070-74.3% | $4,296-51.8% |
| Admin fee / account holder | $208 | $7,941-97.4% | $12,998-98.4% | $6,918-97.0% |