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 | $5,486 | $72,492-92.4% | $87,100-93.7% | $72,985-92.5% |
| Participation rate | 96.6% | 72.8%+23.7pp | 76.9%+19.7pp | 69.5%+27.1pp |
| Annual return | 23.69% | 24.46%-0.8pp | 28.19%-4.5pp | 81.00%-57.3pp |
| Employer contribution / active EE | $702 | $1,894-63.0% | $2,521-72.2% | $2,440-71.2% |
| Participant deferral / active EE | $1,243 | $3,270-62.0% | $4,049-69.3% | $3,607-65.6% |
| Admin fee / account holder | $15 | $5,055-99.7% | $7,497-99.8% | $5,124-99.7% |