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 | $3,320 | $48,795-93.2% | $65,493-94.9% | $84,808-96.1% |
| Participation rate | 85.7% | 67.0%+18.7pp | 73.1%+12.6pp | 68.3%+17.4pp |
| Annual return | 20.04% | 20.20%-0.2pp | 982.45%-962.4pp | 40.90%-20.9pp |
| Employer contribution / active EE | $464 | $1,930-76.0% | $2,574-82.0% | $2,631-82.4% |
| Participant deferral / active EE | $789 | $2,928-73.0% | $3,961-80.1% | $4,212-81.3% |
| Admin fee / account holder | $71 | $3,877-98.2% | $5,028-98.6% | $7,344-99.0% |