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 | $26,774 | $109,413-75.5% | $156,263-82.9% | $84,808-68.4% |
| Participation rate | 97.6% | 72.7%+24.9pp | 78.9%+18.7pp | 68.3%+29.3pp |
| Annual return | 13.16% | 20.18%-7.0pp | 59.47%-46.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $5,443 | $2,907+87.3% | $4,333+25.6% | $2,631+106.9% |
| Participant deferral / active EE | $0 | $4,590-100.0% | $6,158-100.0% | $4,212-100.0% |
| Admin fee / account holder | $284 | $9,357-97.0% | $14,255-98.0% | $7,344-96.1% |