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 | $2,956 | $105,181-97.2% | $159,436-98.1% | $85,850-96.6% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.8%+6.8pp | 69.3%+20.3pp |
| Annual return | 20.16% | 45.07%-24.9pp | 263.57%-243.4pp | 318.53%-298.4pp |
| Employer contribution / active EE | $825 | $3,318-75.1% | $4,829-82.9% | $2,565-67.8% |
| Participant deferral / active EE | $1,866 | $5,945-68.6% | $7,352-74.6% | $3,952-52.8% |
| Admin fee / account holder | $242 | $6,933-96.5% | $10,799-97.8% | $6,260-96.1% |