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 9-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 | $5,392 | $85,022-93.7% | $70,515-92.4% | $139,434-96.1% |
| Participation rate | 78.9% | 73.9%+5.0pp | 68.3%+10.6pp | 80.3%-1.4pp |
| Annual return | 18.10% | 30.38%-12.3pp | 32.77%-14.7pp | 372.94%-354.8pp |
| Employer contribution / active EE | $563 | $3,909-85.6% | $2,973-81.1% | $4,751-88.1% |
| Participant deferral / active EE | $938 | $5,890-84.1% | $4,567-79.5% | $6,710-86.0% |
| Admin fee / account holder | $40 | $8,906-99.6% | $6,412-99.4% | $11,403-99.6% |