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 7-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 | $3,337 | $72,277-95.4% | $101,248-96.7% | $79,858-95.8% |
| Participation rate | 87.9% | 68.5%+19.4pp | 75.8%+12.1pp | 69.6%+18.2pp |
| Annual return | 178.27% | 22.30%+156.0pp | 46.47%+131.8pp | 31.71%+146.6pp |
| Employer contribution / active EE | $1,149 | $2,692-57.3% | $3,660-68.6% | $2,471-53.5% |
| Participant deferral / active EE | $1,312 | $3,282-60.0% | $4,370-70.0% | $3,740-64.9% |
| Admin fee / account holder | $20 | $4,400-99.5% | $5,945-99.7% | $5,306-99.6% |