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 | $5,235 | $105,181-95.0% | $159,436-96.7% | $85,850-93.9% |
| Participation rate | 70.5% | 75.8%-5.3pp | 82.8%-12.3pp | 69.3%+1.2pp |
| Annual return | 81.57% | 45.07%+36.5pp | 263.57%-182.0pp | 318.53%-237.0pp |
| Employer contribution / active EE | $1,129 | $3,318-66.0% | $4,829-76.6% | $2,565-56.0% |
| Participant deferral / active EE | $2,164 | $5,945-63.6% | $7,352-70.6% | $3,952-45.2% |
| Admin fee / account holder | $167 | $6,933-97.6% | $10,799-98.5% | $6,260-97.3% |