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 | $8,104 | $106,749-92.4% | $145,433-94.4% | $82,448-90.2% |
| Participation rate | 96.0% | 75.6%+20.4pp | 82.1%+13.9pp | 68.1%+27.9pp |
| Annual return | 21.73% | 27.59%-5.9pp | 66.58%-44.8pp | 41.64%-19.9pp |
| Employer contribution / active EE | $1,033 | $3,444-70.0% | $4,554-77.3% | $2,551-59.5% |
| Participant deferral / active EE | $1,785 | $6,519-72.6% | $7,897-77.4% | $4,139-56.9% |
| Admin fee / account holder | $148 | $8,390-98.2% | $13,129-98.9% | $7,234-97.9% |