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 | $2,688 | $99,918-97.3% | $81,382-96.7% | $145,922-98.2% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.5%+16.2pp | 80.3%+5.4pp |
| Annual return | 16.68% | 34.32%-17.6pp | 24.73%-8.1pp | 561.29%-544.6pp |
| Employer contribution / active EE | $1,747 | $2,978-41.3% | $2,463-29.1% | $4,660-62.5% |
| Participant deferral / active EE | $688 | $4,605-85.1% | $3,883-82.3% | $6,688-89.7% |
| Admin fee / account holder | $202 | $8,212-97.5% | $5,768-96.5% | $13,397-98.5% |