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 9-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 | $8,010 | $78,422-89.8% | $95,952-91.7% | $79,858-90.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 15.56% | 19.37%-3.8pp | 91.61%-76.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $546 | $1,945-71.9% | $2,541-78.5% | $2,471-77.9% |
| Participant deferral / active EE | $430 | $3,440-87.5% | $4,167-89.7% | $3,740-88.5% |
| Admin fee / account holder | $30 | $5,622-99.5% | $6,795-99.6% | $5,306-99.4% |