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 3-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 | $5,095 | $101,724-95.0% | $164,813-96.9% | $80,856-93.7% |
| Participation rate | 84.6% | 71.8%+12.8pp | 78.6%+6.0pp | 67.6%+17.0pp |
| Annual return | 15.28% | 16.72%-1.4pp | 69.93%-54.7pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,353 | $2,953-54.2% | $4,341-68.8% | $2,755-50.9% |
| Participant deferral / active EE | $1,872 | $4,477-58.2% | $6,031-69.0% | $4,296-56.4% |
| Admin fee / account holder | $294 | $8,227-96.4% | $12,690-97.7% | $6,918-95.7% |