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 | $7,899 | $39,122-79.8% | $57,179-86.2% | $62,891-87.4% |
| Participation rate | 82.0% | 70.5%+11.5pp | 75.3%+6.7pp | 69.3%+12.7pp |
| Annual return | 8.93% | 9.23%-0.3pp | 14.59%-5.7pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,200 | $1,874-36.0% | $2,682-55.3% | $2,281-47.4% |
| Participant deferral / active EE | $716 | $2,374-69.8% | $3,096-76.9% | $3,203-77.7% |
| Admin fee / account holder | $135 | $2,592-94.8% | $3,139-95.7% | $4,296-96.8% |