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 6-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 | $2,734 | $49,922-94.5% | $80,569-96.6% | $75,163-96.4% |
| Participation rate | 84.8% | 55.3%+29.5pp | 67.0%+17.9pp | 67.2%+17.7pp |
| Annual return | 16.30% | 34.69%-18.4pp | 935.43%-919.1pp | 160.62%-144.3pp |
| Employer contribution / active EE | $293 | $1,698-82.8% | $2,723-89.2% | $2,670-89.0% |
| Participant deferral / active EE | $668 | $2,990-77.7% | $4,447-85.0% | $4,125-83.8% |
| Admin fee / account holder | $166 | $3,577-95.4% | $5,377-96.9% | $5,651-97.1% |