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 4-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 | $10,256 | $106,749-90.4% | $145,433-92.9% | $82,448-87.6% |
| Participation rate | 87.9% | 75.6%+12.2pp | 82.1%+5.8pp | 68.1%+19.8pp |
| Annual return | 21.39% | 27.59%-6.2pp | 66.58%-45.2pp | 41.64%-20.2pp |
| Employer contribution / active EE | $1,349 | $3,444-60.8% | $4,554-70.4% | $2,551-47.1% |
| Participant deferral / active EE | $1,740 | $6,519-73.3% | $7,897-78.0% | $4,139-58.0% |
| Admin fee / account holder | $177 | $8,390-97.9% | $13,129-98.6% | $7,234-97.5% |