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 | $4,686 | $109,881-95.7% | $150,045-96.9% | $84,808-94.5% |
| Participation rate | 86.1% | 76.1%+10.0pp | 82.3%+3.8pp | 68.3%+17.8pp |
| Annual return | 23.26% | 28.25%-5.0pp | 62.55%-39.3pp | 40.90%-17.6pp |
| Employer contribution / active EE | $1,141 | $3,561-68.0% | $4,693-75.7% | $2,631-56.6% |
| Participant deferral / active EE | $1,525 | $6,636-77.0% | $7,997-80.9% | $4,212-63.8% |
| Admin fee / account holder | $216 | $8,568-97.5% | $13,435-98.4% | $7,344-97.1% |