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 5-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 | $927 | $101,618-99.1% | $93,063-99.0% | $137,256-99.3% |
| Participation rate | 92.3% | 74.9%+17.4pp | 72.1%+20.2pp | 80.0%+12.3pp |
| Annual return | 17.14% | 223.95%-206.8pp | 34.15%-17.0pp | 220.34%-203.2pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $564 | $4,279-86.8% | $3,958-85.8% | $6,407-91.2% |
| Admin fee / account holder | $281 | $6,198-95.5% | $6,033-95.3% | $12,270-97.7% |