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 | $109,881-92.6% | $150,045-94.6% | $84,808-90.4% |
| Participation rate | 96.0% | 76.1%+19.9pp | 82.3%+13.7pp | 68.3%+27.7pp |
| Annual return | 21.73% | 28.25%-6.5pp | 62.55%-40.8pp | 40.90%-19.2pp |
| Employer contribution / active EE | $1,033 | $3,561-71.0% | $4,693-78.0% | $2,631-60.7% |
| Participant deferral / active EE | $1,785 | $6,636-73.1% | $7,997-77.7% | $4,212-57.6% |
| Admin fee / account holder | $148 | $8,568-98.3% | $13,435-98.9% | $7,344-98.0% |