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 5-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 | $4,653 | $53,516-91.3% | $126,539-96.3% | $84,808-94.5% |
| Participation rate | 71.0% | 58.2%+12.7pp | 69.8%+1.1pp | 68.3%+2.7pp |
| Annual return | 21.62% | 58.34%-36.7pp | 425.95%-404.3pp | 40.90%-19.3pp |
| Employer contribution / active EE | $281 | $1,535-81.7% | $3,674-92.4% | $2,631-89.3% |
| Participant deferral / active EE | $392 | $2,671-85.3% | $4,083-90.4% | $4,212-90.7% |
| Admin fee / account holder | $11 | $4,497-99.7% | $6,065-99.8% | $7,344-99.8% |