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 7-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 | $2,234 | $80,717-97.2% | $154,803-98.6% | $84,808-97.4% |
| Participation rate | 79.4% | 66.8%+12.6pp | 78.1%+1.3pp | 68.3%+11.1pp |
| Annual return | 13.59% | 37.96%-24.4pp | 58.88%-45.3pp | 40.90%-27.3pp |
| Employer contribution / active EE | $413 | $2,761-85.1% | $4,305-90.4% | $2,631-84.3% |
| Participant deferral / active EE | $726 | $3,303-78.0% | $5,540-86.9% | $4,212-82.8% |
| Admin fee / account holder | $257 | $6,746-96.2% | $14,329-98.2% | $7,344-96.5% |