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 | $108,825-93.9% | $156,181-95.7% | $82,448-91.9% |
| Participation rate | 85.3% | 72.4%+12.9pp | 78.8%+6.5pp | 68.1%+17.2pp |
| Annual return | 20.14% | 20.59%-0.4pp | 64.87%-44.7pp | 41.64%-21.5pp |
| Employer contribution / active EE | $1,037 | $2,870-63.9% | $4,294-75.9% | $2,551-59.4% |
| Participant deferral / active EE | $1,183 | $4,577-74.1% | $6,132-80.7% | $4,139-71.4% |
| Admin fee / account holder | $138 | $9,341-98.5% | $14,586-99.1% | $7,234-98.1% |