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 7-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 | $7,347 | $70,475-89.6% | $100,516-92.7% | $79,858-90.8% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 29.04% | 21.90%+7.1pp | 30.89%-1.8pp | 31.71%-2.7pp |
| Employer contribution / active EE | $2,872 | $2,165+32.7% | $3,418-16.0% | $2,471+16.2% |
| Participant deferral / active EE | $1,104 | $5,181-78.7% | $6,270-82.4% | $3,740-70.5% |
| Admin fee / account holder | $161 | $4,478-96.4% | $8,081-98.0% | $5,306-97.0% |