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 7-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 | $4,425 | $65,409-93.2% | $98,442-95.5% | $85,850-94.8% |
| Participation rate | 98.2% | 65.0%+33.2pp | 73.3%+24.8pp | 69.3%+28.9pp |
| Annual return | 13.19% | 21.76%-8.6pp | 1492.73%-1479.5pp | 318.53%-305.3pp |
| Employer contribution / active EE | $974 | $2,168-55.1% | $2,960-67.1% | $2,565-62.0% |
| Participant deferral / active EE | $830 | $3,166-73.8% | $4,276-80.6% | $3,952-79.0% |
| Admin fee / account holder | $167 | $4,593-96.4% | $5,949-97.2% | $6,260-97.3% |