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 5-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 | $15,988 | $101,724-84.3% | $164,813-90.3% | $80,856-80.2% |
| Participation rate | 93.5% | 71.8%+21.6pp | 78.6%+14.9pp | 67.6%+25.8pp |
| Annual return | 13.87% | 16.72%-2.8pp | 69.93%-56.1pp | 35.59%-21.7pp |
| Employer contribution / active EE | $3,321 | $2,953+12.5% | $4,341-23.5% | $2,755+20.6% |
| Participant deferral / active EE | $1,960 | $4,477-56.2% | $6,031-67.5% | $4,296-54.4% |
| Admin fee / account holder | $190 | $8,227-97.7% | $12,690-98.5% | $6,918-97.3% |