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 8-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 | $10,193 | $47,848-78.7% | $81,478-87.5% | $70,131-85.5% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 15.18% | 27.25%-12.1pp | 38.78%-23.6pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,043 | $1,527-31.7% | $2,568-59.4% | $2,342-55.5% |
| Participant deferral / active EE | $256 | $2,453-89.6% | $3,537-92.8% | $3,332-92.3% |
| Admin fee / account holder | $88 | $3,145-97.2% | $4,561-98.1% | $4,645-98.1% |