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 9-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 | $8,549 | $39,122-78.1% | $57,179-85.0% | $62,891-86.4% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.65% | 9.23%-3.6pp | 14.59%-8.9pp | 20.14%-14.5pp |
| Employer contribution / active EE | $950 | $1,874-49.3% | $2,682-64.6% | $2,281-58.3% |
| Participant deferral / active EE | $356 | $2,374-85.0% | $3,096-88.5% | $3,203-88.9% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |