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 9-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 | $5,077 | $63,764-92.0% | $81,930-93.8% | $79,858-93.6% |
| Participation rate | 72.4% | 67.5%+4.9pp | 72.0%+0.4pp | 69.6%+2.8pp |
| Annual return | 12.20% | 22.66%-10.5pp | 29.49%-17.3pp | 31.71%-19.5pp |
| Employer contribution / active EE | $431 | $1,795-76.0% | $4,310-90.0% | $2,471-82.5% |
| Participant deferral / active EE | $746 | $2,780-73.2% | $7,107-89.5% | $3,740-80.1% |
| Admin fee / account holder | $88 | $4,426-98.0% | $5,158-98.3% | $5,306-98.3% |