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 | $8,071 | $84,233-90.4% | $170,442-95.3% | $70,131-88.5% |
| Participation rate | 95.7% | 70.8%+24.9pp | 83.6%+12.1pp | 69.5%+26.2pp |
| Annual return | 15.55% | 23.06%-7.5pp | 205.93%-190.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $1,323 | $3,387-60.9% | $5,433-75.7% | $2,342-43.5% |
| Participant deferral / active EE | $543 | $3,086-82.4% | $4,939-89.0% | $3,332-83.7% |
| Admin fee / account holder | $164 | $5,698-97.1% | $13,880-98.8% | $4,645-96.5% |