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 3-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 | $6,934 | $102,382-93.2% | $147,005-95.3% | $80,874-91.4% |
| Participation rate | 74.4% | 75.8%-1.4pp | 82.2%-7.7pp | 67.6%+6.8pp |
| Annual return | 17.26% | 134.89%-117.6pp | 418.76%-401.5pp | 35.62%-18.4pp |
| Employer contribution / active EE | $1,269 | $3,715-65.8% | $4,934-74.3% | $2,756-53.9% |
| Participant deferral / active EE | $2,037 | $6,646-69.4% | $8,070-74.8% | $4,297-52.6% |
| Admin fee / account holder | $235 | $7,942-97.0% | $13,006-98.2% | $6,935-96.6% |