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 | $19,869 | $80,673-75.4% | $101,326-80.4% | $84,808-76.6% |
| Participation rate | 96.3% | 77.8%+18.5pp | 81.5%+14.8pp | 68.3%+28.0pp |
| Annual return | 24.03% | 38.95%-14.9pp | 36.82%-12.8pp | 40.90%-16.9pp |
| Employer contribution / active EE | $2,802 | $2,698+3.9% | $3,665-23.6% | $2,631+6.5% |
| Participant deferral / active EE | $1,495 | $6,840-78.1% | $7,994-81.3% | $4,212-64.5% |
| Admin fee / account holder | $25 | $12,784-99.8% | $11,185-99.8% | $7,344-99.7% |