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 | $3,340 | $102,966-96.8% | $90,281-96.3% | $152,861-97.8% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.4%-11.0pp |
| Annual return | 30.03% | 95.16%-65.1pp | 78.10%-48.1pp | 345.32%-315.3pp |
| Employer contribution / active EE | $446 | $3,139-85.8% | $2,854-84.4% | $4,762-90.6% |
| Participant deferral / active EE | $688 | $4,281-83.9% | $3,885-82.3% | $5,850-88.2% |
| Admin fee / account holder | $23 | $6,171-99.6% | $5,351-99.6% | $11,596-99.8% |