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 | $7,210 | $56,114-87.2% | $96,139-92.5% | $85,850-91.6% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 21.92% | 42.30%-20.4pp | 191.94%-170.0pp | 318.53%-296.6pp |
| Employer contribution / active EE | $1,530 | $1,620-5.5% | $2,797-45.3% | $2,565-40.3% |
| Participant deferral / active EE | $605 | $2,859-78.9% | $4,349-86.1% | $3,952-84.7% |
| Admin fee / account holder | $216 | $3,768-94.3% | $5,537-96.1% | $6,260-96.5% |