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 | $49,232 | $346,159-85.8% | $328,833-85.0% | $525,611-90.6% |
| Participation rate | 100.0% | 91.2%+8.8pp | 86.1%+13.9pp | 87.0%+13.0pp |
| Annual return | 11.59% | 5.74%+5.8pp | 6.46%+5.1pp | 8.71%+2.9pp |
| Employer contribution / active EE | $4,847 | $18,103-73.2% | $18,414-73.7% | $21,932-77.9% |
| Participant deferral / active EE | $0 | $8,670-100.0% | $8,160-100.0% | $5,987-100.0% |
| Admin fee / account holder | $191 | $804-76.3% | $1,167-83.7% | $41,812-99.5% |