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 8-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 | $1,734 | $65,041-97.3% | $90,951-98.1% | $79,858-97.8% |
| Participation rate | 98.6% | 61.6%+37.0pp | 69.0%+29.6pp | 69.6%+28.9pp |
| Annual return | 18.95% | 30.45%-11.5pp | 134.60%-115.6pp | 31.71%-12.8pp |
| Employer contribution / active EE | $416 | $1,247-66.7% | $2,122-80.4% | $2,471-83.2% |
| Participant deferral / active EE | $110 | $2,512-95.6% | $3,373-96.7% | $3,740-97.0% |
| Admin fee / account holder | $8 | $4,536-99.8% | $5,959-99.9% | $5,306-99.9% |