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 | $1,344 | $54,705-97.5% | $71,209-98.1% | $84,808-98.4% |
| Participation rate | 76.3% | 64.1%+12.2pp | 73.8%+2.6pp | 68.3%+8.0pp |
| Annual return | 24.60% | 35.90%-11.3pp | 282.51%-257.9pp | 40.90%-16.3pp |
| Employer contribution / active EE | $372 | $2,158-82.8% | $2,721-86.3% | $2,631-85.9% |
| Participant deferral / active EE | $514 | $3,030-83.0% | $4,175-87.7% | $4,212-87.8% |
| Admin fee / account holder | $136 | $4,863-97.2% | $5,349-97.5% | $7,344-98.1% |