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 6-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 | $20,453 | $81,460-74.9% | $103,333-80.2% | $80,856-74.7% |
| Participation rate | 78.8% | 66.8%+12.0pp | 74.5%+4.3pp | 67.6%+11.2pp |
| Annual return | 13.06% | 25.55%-12.5pp | 24.88%-11.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,892 | $3,105-6.9% | $3,868-25.2% | $2,755+5.0% |
| Participant deferral / active EE | $1,497 | $3,869-61.3% | $5,057-70.4% | $4,296-65.1% |
| Admin fee / account holder | $118 | $6,566-98.2% | $8,355-98.6% | $6,918-98.3% |