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 | $7,832 | $105,630-92.6% | $87,507-91.0% | $273,961-97.1% |
| Participation rate | 85.7% | 78.2%+7.5pp | 73.8%+11.9pp | 83.0%+2.7pp |
| Annual return | 4.66% | 12.25%-7.6pp | 12.21%-7.6pp | 41.45%-36.8pp |
| Employer contribution / active EE | $229 | $3,141-92.7% | $2,550-91.0% | $4,869-95.3% |
| Participant deferral / active EE | $229 | $3,601-93.6% | $3,149-92.7% | $5,287-95.7% |
| Admin fee / account holder | $1 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |