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 5-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 | $4,513 | $95,561-95.3% | $77,163-94.2% | $139,434-96.8% |
| Participation rate | 72.7% | 73.9%-1.2pp | 69.6%+3.2pp | 80.3%-7.6pp |
| Annual return | 27.85% | 54.92%-27.1pp | 37.87%-10.0pp | 372.94%-345.1pp |
| Employer contribution / active EE | $762 | $3,147-75.8% | $2,535-69.9% | $4,751-84.0% |
| Participant deferral / active EE | $774 | $4,624-83.3% | $3,833-79.8% | $6,710-88.5% |
| Admin fee / account holder | $8 | $8,295-99.9% | $5,472-99.9% | $11,403-99.9% |