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 | $1,757 | $65,041-97.3% | $90,951-98.1% | $79,858-97.8% |
| Participation rate | 71.4% | 61.6%+9.8pp | 69.0%+2.4pp | 69.6%+1.8pp |
| Annual return | 26.10% | 30.45%-4.4pp | 134.60%-108.5pp | 31.71%-5.6pp |
| Employer contribution / active EE | $436 | $1,247-65.0% | $2,122-79.5% | $2,471-82.4% |
| Participant deferral / active EE | $666 | $2,512-73.5% | $3,373-80.3% | $3,740-82.2% |
| Admin fee / account holder | $164 | $4,536-96.4% | $5,959-97.3% | $5,306-96.9% |