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 | $4,342 | $57,016-92.4% | $84,966-94.9% | $80,856-94.6% |
| Participation rate | 70.5% | 56.3%+14.1pp | 67.5%+3.0pp | 67.6%+2.9pp |
| Annual return | 11.19% | 21.66%-10.5pp | 66.38%-55.2pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,146 | $1,798-36.3% | $2,727-58.0% | $2,755-58.4% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $4,519-100.0% | $4,296-100.0% |
| Admin fee / account holder | $64 | $4,980-98.7% | $6,149-99.0% | $6,918-99.1% |