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 6-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 | $4,268 | $72,492-94.1% | $87,100-95.1% | $72,985-94.2% |
| Participation rate | 98.4% | 72.8%+25.5pp | 76.9%+21.5pp | 69.5%+28.9pp |
| Annual return | 23.74% | 24.46%-0.7pp | 28.19%-4.4pp | 81.00%-57.3pp |
| Employer contribution / active EE | $1,071 | $1,894-43.5% | $2,521-57.5% | $2,440-56.1% |
| Participant deferral / active EE | $1,430 | $3,270-56.3% | $4,049-64.7% | $3,607-60.4% |
| Admin fee / account holder | $92 | $5,055-98.2% | $7,497-98.8% | $5,124-98.2% |