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 10-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 | $13,091 | $73,933-82.3% | $96,683-86.5% | $75,163-82.6% |
| Participation rate | 96.2% | 66.4%+29.7pp | 74.3%+21.8pp | 67.2%+29.0pp |
| Annual return | 13.86% | 26.70%-12.8pp | 35.69%-21.8pp | 160.62%-146.8pp |
| Employer contribution / active EE | $1,573 | $2,928-46.3% | $3,737-57.9% | $2,670-41.1% |
| Participant deferral / active EE | $1,227 | $3,659-66.5% | $4,878-74.9% | $4,125-70.3% |
| Admin fee / account holder | $128 | $5,216-97.5% | $6,730-98.1% | $5,651-97.7% |