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 | $4,976 | $60,349-91.8% | $74,183-93.3% | $62,891-92.1% |
| Participation rate | 98.0% | 72.7%+25.3pp | 76.6%+21.4pp | 69.3%+28.7pp |
| Annual return | 12.91% | 21.37%-8.5pp | 17.74%-4.8pp | 20.14%-7.2pp |
| Employer contribution / active EE | $2,511 | $1,680+49.5% | $2,370+6.0% | $2,281+10.1% |
| Participant deferral / active EE | $1,095 | $2,856-61.7% | $3,550-69.2% | $3,203-65.8% |
| Admin fee / account holder | $268 | $4,261-93.7% | $5,586-95.2% | $4,296-93.8% |