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 | $5,187 | $183,519-97.2% | $155,509-96.7% | $145,922-96.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.32% | 61.17%-33.8pp | 64.67%-37.4pp | 561.29%-534.0pp |
| Employer contribution / active EE | $1,170 | $5,313-78.0% | $4,672-75.0% | $4,660-74.9% |
| Participant deferral / active EE | $1,769 | $6,462-72.6% | $5,626-68.6% | $6,688-73.5% |
| Admin fee / account holder | $5 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |