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 6-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 | $9,211 | $94,625-90.3% | $116,228-92.1% | $84,808-89.1% |
| Participation rate | 93.8% | 70.4%+23.3pp | 74.6%+19.2pp | 68.3%+25.4pp |
| Annual return | 18.97% | 20.40%-1.4pp | 90.06%-71.1pp | 40.90%-21.9pp |
| Employer contribution / active EE | $997 | $2,347-57.5% | $2,994-66.7% | $2,631-62.1% |
| Participant deferral / active EE | $1,624 | $3,972-59.1% | $4,953-67.2% | $4,212-61.4% |
| Admin fee / account holder | $254 | $10,091-97.5% | $11,989-97.9% | $7,344-96.5% |