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 | $3,656 | $102,317-96.4% | $146,958-97.5% | $80,856-95.5% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.2%+15.5pp | 67.6%+30.0pp |
| Annual return | 16.77% | 134.76%-118.0pp | 418.34%-401.6pp | 35.59%-18.8pp |
| Employer contribution / active EE | $924 | $3,713-75.1% | $4,933-81.3% | $2,755-66.5% |
| Participant deferral / active EE | $1,386 | $6,644-79.1% | $8,070-82.8% | $4,296-67.7% |
| Admin fee / account holder | $191 | $7,941-97.6% | $12,998-98.5% | $6,918-97.2% |