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 | $5,460 | $72,114-92.4% | $108,745-95.0% | $62,891-91.3% |
| Participation rate | 100.0% | 74.6%+25.4pp | 77.7%+22.3pp | 69.3%+30.7pp |
| Annual return | 14.28% | 13.41%+0.9pp | 46.22%-31.9pp | 20.14%-5.9pp |
| Employer contribution / active EE | $1,653 | $2,694-38.6% | $3,323-50.3% | $2,281-27.5% |
| Participant deferral / active EE | $1,435 | $4,044-64.5% | $5,121-72.0% | $3,203-55.2% |
| Admin fee / account holder | $0 | $4,608-100.0% | $6,144-100.0% | $4,296-100.0% |