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 | $16,029 | $77,503-79.3% | $100,391-84.0% | $80,856-80.2% |
| Participation rate | 75.6% | 76.9%-1.3pp | 81.5%-5.9pp | 67.6%+8.0pp |
| Annual return | 64.42% | 37.20%+27.2pp | 49.20%+15.2pp | 35.59%+28.8pp |
| Employer contribution / active EE | $2,434 | $2,801-13.1% | $3,942-38.3% | $2,755-11.7% |
| Participant deferral / active EE | $1,434 | $6,820-79.0% | $8,082-82.3% | $4,296-66.6% |
| Admin fee / account holder | $226 | $5,897-96.2% | $7,899-97.1% | $6,918-96.7% |