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 | $52,353-91.1% | $120,225-96.1% | $82,448-94.4% |
| Participation rate | 71.0% | 58.3%+12.7pp | 69.6%+1.4pp | 68.1%+2.9pp |
| Annual return | 21.62% | 61.85%-40.2pp | 439.23%-417.6pp | 41.64%-20.0pp |
| Employer contribution / active EE | $281 | $1,510-81.4% | $3,475-91.9% | $2,551-89.0% |
| Participant deferral / active EE | $392 | $2,627-85.1% | $3,999-90.2% | $4,139-90.5% |
| Admin fee / account holder | $11 | $4,363-99.7% | $5,696-99.8% | $7,234-99.8% |