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 6-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 | $1,808 | $109,327-98.3% | $89,391-98.0% | $158,922-98.9% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.4pp | 82.0%+1.4pp |
| Annual return | 180.06% | 345.68%-165.6pp | 245.62%-65.6pp | 302.83%-122.8pp |
| Employer contribution / active EE | $458 | $3,170-85.6% | $2,586-82.3% | $4,761-90.4% |
| Participant deferral / active EE | $721 | $4,598-84.3% | $3,890-81.5% | $5,982-88.0% |
| Admin fee / account holder | $3 | $6,153-99.9% | $4,881-99.9% | $11,246-100.0% |