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 8-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 | $5,338 | $124,319-95.7% | $111,297-95.2% | $167,490-96.8% |
| Participation rate | 84.2% | 79.6%+4.6pp | 77.3%+6.9pp | 82.1%+2.1pp |
| Annual return | 11.86% | 37.44%-25.6pp | 54.65%-42.8pp | 478.56%-466.7pp |
| Employer contribution / active EE | $1,078 | $3,435-68.6% | $2,731-60.5% | $4,837-77.7% |
| Participant deferral / active EE | $957 | $5,180-81.5% | $4,487-78.7% | $6,341-84.9% |
| Admin fee / account holder | $195 | $10,618-98.2% | $7,964-97.5% | $12,309-98.4% |