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 10-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 | $25,112 | $91,552-72.6% | $133,956-81.3% | $79,858-68.6% |
| Participation rate | 96.9% | 73.3%+23.5pp | 79.8%+17.0pp | 69.6%+27.2pp |
| Annual return | 18.64% | 61.85%-43.2pp | 45.09%-26.5pp | 31.71%-13.1pp |
| Employer contribution / active EE | $3,802 | $2,384+59.5% | $3,919-3.0% | $2,471+53.9% |
| Participant deferral / active EE | $970 | $3,733-74.0% | $5,048-80.8% | $3,740-74.1% |
| Admin fee / account holder | $246 | $6,321-96.1% | $8,927-97.2% | $5,306-95.4% |