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 5-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 | $6,652 | $109,413-93.9% | $156,263-95.7% | $84,808-92.2% |
| Participation rate | 85.3% | 72.7%+12.6pp | 78.9%+6.4pp | 68.3%+17.0pp |
| Annual return | 20.14% | 20.18%0pp | 59.47%-39.3pp | 40.90%-20.8pp |
| Employer contribution / active EE | $1,037 | $2,907-64.3% | $4,333-76.1% | $2,631-60.6% |
| Participant deferral / active EE | $1,183 | $4,590-74.2% | $6,158-80.8% | $4,212-71.9% |
| Admin fee / account holder | $138 | $9,357-98.5% | $14,255-99.0% | $7,344-98.1% |