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 | $1,461 | $54,705-97.3% | $71,209-97.9% | $84,808-98.3% |
| Participation rate | 93.2% | 64.1%+29.2pp | 73.8%+19.5pp | 68.3%+24.9pp |
| Annual return | 24.98% | 35.90%-10.9pp | 282.51%-257.5pp | 40.90%-15.9pp |
| Employer contribution / active EE | $327 | $2,158-84.8% | $2,721-88.0% | $2,631-87.6% |
| Participant deferral / active EE | $511 | $3,030-83.1% | $4,175-87.8% | $4,212-87.9% |
| Admin fee / account holder | $37 | $4,863-99.2% | $5,349-99.3% | $7,344-99.5% |