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 | $1,394 | $52,279-97.3% | $89,391-98.4% | $79,858-98.3% |
| Participation rate | 88.5% | 57.5%+30.9pp | 68.0%+20.5pp | 69.6%+18.8pp |
| Annual return | 27.91% | 22.16%+5.7pp | 245.62%-217.7pp | 31.71%-3.8pp |
| Employer contribution / active EE | $305 | $1,572-80.6% | $2,586-88.2% | $2,471-87.7% |
| Participant deferral / active EE | $641 | $2,740-76.6% | $3,890-83.5% | $3,740-82.9% |
| Admin fee / account holder | $5 | $3,356-99.9% | $4,881-99.9% | $5,306-99.9% |