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 10-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 | $6,933 | $76,552-90.9% | $123,892-94.4% | $62,891-89.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 19.04% | 18.68%+0.4pp | 47.52%-28.5pp | 20.14%-1.1pp |
| Employer contribution / active EE | $1,652 | $2,883-42.7% | $4,617-64.2% | $2,281-27.6% |
| Participant deferral / active EE | $1,916 | $4,840-60.4% | $5,984-68.0% | $3,203-40.2% |
| Admin fee / account holder | $135 | $4,826-97.2% | $8,357-98.4% | $4,296-96.8% |