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 | $13,745 | $109,881-87.5% | $150,045-90.8% | $84,808-83.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.57% | 28.25%-9.7pp | 62.55%-44.0pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,100 | $3,561-69.1% | $4,693-76.6% | $2,631-58.2% |
| Participant deferral / active EE | $1,243 | $6,636-81.3% | $7,997-84.5% | $4,212-70.5% |
| Admin fee / account holder | $233 | $8,568-97.3% | $13,435-98.3% | $7,344-96.8% |