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 | $1,906 | $98,750-98.1% | $149,696-98.7% | $79,858-97.6% |
| Participation rate | 81.0% | 75.8%+5.2pp | 82.5%-1.5pp | 69.6%+11.3pp |
| Annual return | 31.69% | 27.43%+4.3pp | 276.60%-244.9pp | 31.71%0pp |
| Employer contribution / active EE | $1,032 | $3,216-67.9% | $4,644-77.8% | $2,471-58.2% |
| Participant deferral / active EE | $1,191 | $5,680-79.0% | $6,842-82.6% | $3,740-68.2% |
| Admin fee / account holder | $193 | $6,053-96.8% | $9,309-97.9% | $5,306-96.4% |