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 9-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 | $7,380 | $60,124-87.7% | $90,404-91.8% | $79,858-90.8% |
| Participation rate | 73.1% | 65.0%+8.1pp | 72.7%+0.4pp | 69.6%+3.4pp |
| Annual return | 14.00% | 71.94%-57.9pp | 1293.02%-1279.0pp | 31.71%-17.7pp |
| Employer contribution / active EE | $509 | $2,068-75.4% | $3,262-84.4% | $2,471-79.4% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $82 | $3,976-97.9% | $5,611-98.5% | $5,306-98.5% |