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 | $2,171 | $108,919-98.0% | $100,391-97.8% | $145,922-98.5% |
| Participation rate | 81.0% | 82.9%-2.0pp | 81.5%-0.5pp | 80.3%+0.7pp |
| Annual return | 34.78% | 57.88%-23.1pp | 49.20%-14.4pp | 561.29%-526.5pp |
| Employer contribution / active EE | $597 | $4,419-86.5% | $3,942-84.9% | $4,660-87.2% |
| Participant deferral / active EE | $1,006 | $8,445-88.1% | $8,082-87.5% | $6,688-85.0% |
| Admin fee / account holder | $34 | $9,689-99.7% | $7,899-99.6% | $13,397-99.7% |