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 | $4,546 | $89,753-94.9% | $107,525-95.8% | $84,808-94.6% |
| Participation rate | 80.6% | 68.1%+12.6pp | 75.1%+5.6pp | 68.3%+12.3pp |
| Annual return | 24.35% | 29.48%-5.1pp | 181.32%-157.0pp | 40.90%-16.5pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,565 | $4,056-61.4% | $5,116-69.4% | $4,212-62.8% |
| Admin fee / account holder | $44 | $7,222-99.4% | $8,919-99.5% | $7,344-99.4% |