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 | $5,749 | $48,046-88.0% | $84,611-93.2% | $72,985-92.1% |
| Participation rate | 96.9% | 57.6%+39.3pp | 68.2%+28.6pp | 69.5%+27.4pp |
| Annual return | 19.46% | 37.38%-17.9pp | 258.74%-239.3pp | 81.00%-61.5pp |
| Employer contribution / active EE | $4,392 | $1,602+174.2% | $2,652+65.6% | $2,440+80.0% |
| Participant deferral / active EE | $0 | $2,680-100.0% | $3,899-100.0% | $3,607-100.0% |
| Admin fee / account holder | $240 | $3,395-92.9% | $4,912-95.1% | $5,124-95.3% |