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 | $2,928 | $53,516-94.5% | $126,539-97.7% | $84,808-96.5% |
| Participation rate | 70.3% | 58.2%+12.1pp | 69.8%+0.5pp | 68.3%+2.0pp |
| Annual return | 23.52% | 58.34%-34.8pp | 425.95%-402.4pp | 40.90%-17.4pp |
| Employer contribution / active EE | $371 | $1,535-75.8% | $3,674-89.9% | $2,631-85.9% |
| Participant deferral / active EE | $508 | $2,671-81.0% | $4,083-87.6% | $4,212-87.9% |
| Admin fee / account holder | $5 | $4,497-99.9% | $6,065-99.9% | $7,344-99.9% |