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 | $78,520-74.7% | $96,576-79.4% | $82,448-75.9% |
| Participation rate | 96.3% | 77.7%+18.6pp | 81.4%+14.9pp | 68.1%+28.2pp |
| Annual return | 24.03% | 41.30%-17.3pp | 38.47%-14.4pp | 41.64%-17.6pp |
| Employer contribution / active EE | $2,802 | $2,630+6.6% | $3,553-21.1% | $2,551+9.8% |
| Participant deferral / active EE | $1,495 | $6,754-77.9% | $7,956-81.2% | $4,139-63.9% |
| Admin fee / account holder | $25 | $13,455-99.8% | $11,381-99.8% | $7,234-99.6% |