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 8-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 | $9,215 | $63,764-85.5% | $81,930-88.8% | $79,858-88.5% |
| Participation rate | 93.4% | 67.5%+25.9pp | 72.0%+21.4pp | 69.6%+23.8pp |
| Annual return | 14.35% | 22.66%-8.3pp | 29.49%-15.1pp | 31.71%-17.4pp |
| Employer contribution / active EE | $3,483 | $1,795+94.0% | $4,310-19.2% | $2,471+40.9% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,107-100.0% | $3,740-100.0% |
| Admin fee / account holder | $11 | $4,426-99.8% | $5,158-99.8% | $5,306-99.8% |