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 7-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 | $4,239 | $133,922-96.8% | $116,228-96.4% | $142,382-97.0% |
| Participation rate | 92.9% | 77.9%+15.0pp | 74.6%+18.3pp | 80.1%+12.7pp |
| Annual return | 13.77% | 147.76%-134.0pp | 90.06%-76.3pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,404 | $3,446-59.2% | $2,994-53.1% | $4,299-67.3% |
| Participant deferral / active EE | $542 | $5,672-90.5% | $4,953-89.1% | $6,507-91.7% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |