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 | $2,691 | $77,899-96.5% | $149,673-98.2% | $75,163-96.4% |
| Participation rate | 78.8% | 65.6%+13.2pp | 78.8%0pp | 67.2%+11.6pp |
| Annual return | 22.68% | 31.72%-9.0pp | 134.42%-111.7pp | 160.62%-137.9pp |
| Employer contribution / active EE | $547 | $3,137-82.6% | $4,818-88.6% | $2,670-79.5% |
| Participant deferral / active EE | $592 | $3,411-82.7% | $5,680-89.6% | $4,125-85.7% |
| Admin fee / account holder | -$3 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |