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 | $3,341 | $57,016-94.1% | $84,966-96.1% | $80,856-95.9% |
| Participation rate | 70.4% | 56.3%+14.0pp | 67.5%+2.9pp | 67.6%+2.7pp |
| Annual return | 13.47% | 21.66%-8.2pp | 66.38%-52.9pp | 35.59%-22.1pp |
| Employer contribution / active EE | $804 | $1,798-55.3% | $2,727-70.5% | $2,755-70.8% |
| Participant deferral / active EE | $685 | $3,110-78.0% | $4,519-84.8% | $4,296-84.0% |
| Admin fee / account holder | $2 | $4,980-100.0% | $6,149-100.0% | $6,918-100.0% |