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 | $2,993 | $109,413-97.3% | $156,263-98.1% | $84,808-96.5% |
| Participation rate | 90.6% | 72.7%+17.9pp | 78.9%+11.7pp | 68.3%+22.3pp |
| Annual return | 70.05% | 20.18%+49.9pp | 59.47%+10.6pp | 40.90%+29.1pp |
| Employer contribution / active EE | $1,119 | $2,907-61.5% | $4,333-74.2% | $2,631-57.5% |
| Participant deferral / active EE | $1,131 | $4,590-75.4% | $6,158-81.6% | $4,212-73.2% |
| Admin fee / account holder | $65 | $9,357-99.3% | $14,255-99.5% | $7,344-99.1% |