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 | $1,097 | $100,773-98.9% | $88,946-98.8% | $142,382-99.2% |
| Participation rate | 71.4% | 74.3%-2.9pp | 68.8%+2.6pp | 80.1%-8.7pp |
| Annual return | 26.31% | 70.18%-43.9pp | 57.82%-31.5pp | 217.08%-190.8pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $489 | $5,230-90.7% | $4,581-89.3% | $6,507-92.5% |
| Admin fee / account holder | $118 | $9,693-98.8% | $8,261-98.6% | $12,624-99.1% |