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 9-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 | $3,177 | $104,251-97.0% | $91,001-96.5% | $147,584-97.8% |
| Participation rate | 93.3% | 78.2%+15.1pp | 75.6%+17.7pp | 82.8%+10.5pp |
| Annual return | 51.60% | 27.06%+24.5pp | 4.60%+47.0pp | 578.55%-526.9pp |
| Employer contribution / active EE | $694 | $3,116-77.7% | $2,456-71.7% | $4,876-85.8% |
| Participant deferral / active EE | $1,039 | $4,195-75.2% | $3,547-70.7% | $5,439-80.9% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |