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 | $18,318 | $102,317-82.1% | $146,958-87.5% | $80,856-77.3% |
| Participation rate | 78.4% | 75.8%+2.6pp | 82.2%-3.7pp | 67.6%+10.8pp |
| Annual return | 595.55% | 134.76%+460.8pp | 418.34%+177.2pp | 35.59%+560.0pp |
| Employer contribution / active EE | $1,381 | $3,713-62.8% | $4,933-72.0% | $2,755-49.9% |
| Participant deferral / active EE | $1,769 | $6,644-73.4% | $8,070-78.1% | $4,296-58.8% |
| Admin fee / account holder | $265 | $7,941-96.7% | $12,998-98.0% | $6,918-96.2% |