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 3-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 | $12,355 | $106,749-88.4% | $145,433-91.5% | $82,448-85.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 22.03% | 27.59%-5.6pp | 66.58%-44.5pp | 41.64%-19.6pp |
| Employer contribution / active EE | $3,159 | $3,444-8.3% | $4,554-30.6% | $2,551+23.8% |
| Participant deferral / active EE | $1,934 | $6,519-70.3% | $7,897-75.5% | $4,139-53.3% |
| Admin fee / account holder | $165 | $8,390-98.0% | $13,129-98.7% | $7,234-97.7% |