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 | $9,208 | $109,359-91.6% | $162,163-94.3% | $72,985-87.4% |
| Participation rate | 73.7% | 84.3%-10.6pp | 87.6%-13.9pp | 69.5%+4.2pp |
| Annual return | 22.50% | 25.46%-3.0pp | 115.59%-93.1pp | 81.00%-58.5pp |
| Employer contribution / active EE | $1,521 | $3,907-61.1% | $5,614-72.9% | $2,440-37.7% |
| Participant deferral / active EE | $1,523 | $5,481-72.2% | $7,298-79.1% | $3,607-57.8% |
| Admin fee / account holder | $191 | $7,972-97.6% | $10,843-98.2% | $5,124-96.3% |