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 | $22,143 | $85,766-74.2% | $136,294-83.8% | $70,131-68.4% |
| Participation rate | 80.6% | 74.2%+6.5pp | 81.9%-1.3pp | 69.5%+11.1pp |
| Annual return | 28.49% | 31.45%-3.0pp | 5155.94%-5127.4pp | 73.14%-44.7pp |
| Employer contribution / active EE | $1,072 | $2,966-63.9% | $4,695-77.2% | $2,342-54.2% |
| Participant deferral / active EE | $1,508 | $5,051-70.1% | $6,247-75.9% | $3,332-54.7% |
| Admin fee / account holder | $299 | $5,420-94.5% | $9,243-96.8% | $4,645-93.6% |