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 | $5,569 | $89,355-93.8% | $141,162-96.1% | $72,985-92.4% |
| Participation rate | 85.2% | 75.1%+10.1pp | 82.5%+2.7pp | 69.5%+15.7pp |
| Annual return | 25.75% | 111.85%-86.1pp | 71.39%-45.6pp | 81.00%-55.3pp |
| Employer contribution / active EE | $1,225 | $3,114-60.7% | $4,735-74.1% | $2,440-49.8% |
| Participant deferral / active EE | $662 | $5,418-87.8% | $6,709-90.1% | $3,607-81.6% |
| Admin fee / account holder | $32 | $5,958-99.5% | $10,261-99.7% | $5,124-99.4% |