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 | $3,602 | $83,902-95.7% | $167,512-97.8% | $84,808-95.8% |
| Participation rate | 87.8% | 66.5%+21.3pp | 77.1%+10.7pp | 68.3%+19.5pp |
| Annual return | 24.04% | 91.55%-67.5pp | 1615.79%-1591.8pp | 40.90%-16.9pp |
| Employer contribution / active EE | $1,006 | $2,264-55.6% | $3,882-74.1% | $2,631-61.8% |
| Participant deferral / active EE | $1,242 | $4,442-72.0% | $6,405-80.6% | $4,212-70.5% |
| Admin fee / account holder | $160 | $7,915-98.0% | $9,769-98.4% | $7,344-97.8% |