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 | $3,270 | $100,970-96.8% | $96,576-96.6% | $137,256-97.6% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 23.79% | 38.16%-14.4pp | 38.47%-14.7pp | 220.34%-196.5pp |
| Employer contribution / active EE | $1,162 | $3,809-69.5% | $3,553-67.3% | $4,156-72.1% |
| Participant deferral / active EE | $1,576 | $8,286-81.0% | $7,956-80.2% | $6,407-75.4% |
| Admin fee / account holder | $119 | $11,312-98.9% | $11,381-99.0% | $12,270-99.0% |