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 | $31,929 | $95,803-66.7% | $113,168-71.8% | $84,808-62.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 15.92% | 25.00%-9.1pp | 24.27%-8.3pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,851 | $2,360-21.6% | $2,975-37.8% | $2,631-29.6% |
| Participant deferral / active EE | $1,575 | $4,242-62.9% | $5,107-69.2% | $4,212-62.6% |
| Admin fee / account holder | $164 | $8,989-98.2% | $12,068-98.6% | $7,344-97.8% |