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 | $3,589 | $70,756-94.9% | $65,493-94.5% | $142,382-97.5% |
| Participation rate | 95.2% | 77.4%+17.9pp | 73.1%+22.1pp | 80.1%+15.1pp |
| Annual return | 21.80% | 1754.89%-1733.1pp | 982.45%-960.7pp | 217.08%-195.3pp |
| Employer contribution / active EE | $402 | $2,881-86.0% | $2,574-84.4% | $4,299-90.7% |
| Participant deferral / active EE | $610 | $4,637-86.8% | $3,961-84.6% | $6,507-90.6% |
| Admin fee / account holder | $21 | $6,559-99.7% | $5,028-99.6% | $12,624-99.8% |