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 | $7,373 | $80,673-90.9% | $101,326-92.7% | $84,808-91.3% |
| Participation rate | 90.0% | 77.8%+12.2pp | 81.5%+8.5pp | 68.3%+21.7pp |
| Annual return | 20.85% | 38.95%-18.1pp | 36.82%-16.0pp | 40.90%-20.0pp |
| Employer contribution / active EE | $1,009 | $2,698-62.6% | $3,665-72.5% | $2,631-61.7% |
| Participant deferral / active EE | $1,996 | $6,840-70.8% | $7,994-75.0% | $4,212-52.6% |
| Admin fee / account holder | $42 | $12,784-99.7% | $11,185-99.6% | $7,344-99.4% |