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 | $2,586 | $72,012-96.4% | $185,823-98.6% | $79,858-96.8% |
| Participation rate | 85.5% | 65.8%+19.8pp | 78.0%+7.5pp | 69.6%+15.9pp |
| Annual return | 107.96% | 23.12%+84.8pp | 35.95%+72.0pp | 31.71%+76.2pp |
| Employer contribution / active EE | $700 | $1,965-64.4% | $4,087-82.9% | $2,471-71.7% |
| Participant deferral / active EE | $1,215 | $3,779-67.8% | $5,632-78.4% | $3,740-67.5% |
| Admin fee / account holder | $115 | $4,513-97.4% | $9,500-98.8% | $5,306-97.8% |