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 7-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 | $7,807 | $98,750-92.1% | $149,696-94.8% | $79,858-90.2% |
| Participation rate | 87.9% | 75.8%+12.1pp | 82.5%+5.4pp | 69.6%+18.2pp |
| Annual return | 44.18% | 27.43%+16.8pp | 276.60%-232.4pp | 31.71%+12.5pp |
| Employer contribution / active EE | $846 | $3,216-73.7% | $4,644-81.8% | $2,471-65.8% |
| Participant deferral / active EE | $2,093 | $5,680-63.1% | $6,842-69.4% | $3,740-44.0% |
| Admin fee / account holder | $65 | $6,053-98.9% | $9,309-99.3% | $5,306-98.8% |