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 | $927 | $72,071-98.7% | $68,368-98.6% | $137,256-99.3% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 20.25% | 353.14%-332.9pp | 292.57%-272.3pp | 220.34%-200.1pp |
| Employer contribution / active EE | $395 | $2,788-85.8% | $2,649-85.1% | $4,156-90.5% |
| Participant deferral / active EE | $395 | $4,410-91.0% | $4,123-90.4% | $6,407-93.8% |
| Admin fee / account holder | $34 | $5,336-99.4% | $5,150-99.3% | $12,270-99.7% |