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 | $52,353-94.4% | $120,225-97.6% | $82,448-96.4% |
| Participation rate | 70.3% | 58.3%+12.0pp | 69.6%+0.7pp | 68.1%+2.2pp |
| Annual return | 23.52% | 61.85%-38.3pp | 439.23%-415.7pp | 41.64%-18.1pp |
| Employer contribution / active EE | $371 | $1,510-75.4% | $3,475-89.3% | $2,551-85.5% |
| Participant deferral / active EE | $508 | $2,627-80.7% | $3,999-87.3% | $4,139-87.7% |
| Admin fee / account holder | $5 | $4,363-99.9% | $5,696-99.9% | $7,234-99.9% |