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 | $6,957 | $91,552-92.4% | $133,956-94.8% | $79,858-91.3% |
| Participation rate | 83.3% | 73.3%+10.0pp | 79.8%+3.5pp | 69.6%+13.7pp |
| Annual return | 29.98% | 61.85%-31.9pp | 45.09%-15.1pp | 31.71%-1.7pp |
| Employer contribution / active EE | $804 | $2,384-66.3% | $3,919-79.5% | $2,471-67.5% |
| Participant deferral / active EE | $1,343 | $3,733-64.0% | $5,048-73.4% | $3,740-64.1% |
| Admin fee / account holder | $28 | $6,321-99.6% | $8,927-99.7% | $5,306-99.5% |