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 | $11,921 | $71,192-83.3% | $117,854-89.9% | $62,292-80.9% |
| Participation rate | 73.1% | 74.2%-1.2pp | 79.7%-6.6pp | 69.5%+3.6pp |
| Annual return | 18.04% | 18.66%-0.6pp | 335.08%-317.0pp | 28.90%-10.9pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $427 | $3,189-86.6% | $4,482-90.5% | $3,169-86.5% |
| Admin fee / account holder | $183 | $587-68.8% | $8,020-97.7% | $479-61.8% |