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 3-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 | $6,764 | $109,881-93.8% | $150,045-95.5% | $84,808-92.0% |
| Participation rate | 83.7% | 76.1%+7.6pp | 82.3%+1.4pp | 68.3%+15.4pp |
| Annual return | 43.60% | 28.25%+15.4pp | 62.55%-18.9pp | 40.90%+2.7pp |
| Employer contribution / active EE | $1,394 | $3,561-60.9% | $4,693-70.3% | $2,631-47.0% |
| Participant deferral / active EE | $2,447 | $6,636-63.1% | $7,997-69.4% | $4,212-41.9% |
| Admin fee / account holder | $123 | $8,568-98.6% | $13,435-99.1% | $7,344-98.3% |