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 | $4,852 | $111,724-95.7% | $93,606-94.8% | $145,922-96.7% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 16.43% | 202.98%-186.6pp | 133.20%-116.8pp | 561.29%-544.9pp |
| Employer contribution / active EE | $880 | $3,090-71.5% | $2,420-63.6% | $4,660-81.1% |
| Participant deferral / active EE | $1,168 | $4,912-76.2% | $4,411-73.5% | $6,688-82.5% |
| Admin fee / account holder | $24 | $10,250-99.8% | $8,285-99.7% | $13,397-99.8% |