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 | $4,491 | $78,422-94.3% | $95,952-95.3% | $79,858-94.4% |
| Participation rate | 83.3% | 73.5%+9.8pp | 77.1%+6.3pp | 69.6%+13.7pp |
| Annual return | 19.11% | 19.37%-0.3pp | 91.61%-72.5pp | 31.71%-12.6pp |
| Employer contribution / active EE | $826 | $1,945-57.5% | $2,541-67.5% | $2,471-66.6% |
| Participant deferral / active EE | $1,082 | $3,440-68.5% | $4,167-74.0% | $3,740-71.1% |
| Admin fee / account holder | $96 | $5,622-98.3% | $6,795-98.6% | $5,306-98.2% |