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 | $7,253 | $98,750-92.7% | $149,696-95.2% | $79,858-90.9% |
| Participation rate | 98.3% | 75.8%+22.5pp | 82.5%+15.8pp | 69.6%+28.6pp |
| Annual return | 24.47% | 27.43%-3.0pp | 276.60%-252.1pp | 31.71%-7.2pp |
| Employer contribution / active EE | $1,053 | $3,216-67.3% | $4,644-77.3% | $2,471-57.4% |
| Participant deferral / active EE | $1,428 | $5,680-74.9% | $6,842-79.1% | $3,740-61.8% |
| Admin fee / account holder | $196 | $6,053-96.8% | $9,309-97.9% | $5,306-96.3% |