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 7-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 | $16,016 | $78,926-79.7% | $136,749-88.3% | $84,808-81.1% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 20.10% | 18.17%+1.9pp | 24.33%-4.2pp | 40.90%-20.8pp |
| Employer contribution / active EE | $1,643 | $2,134-23.0% | $3,400-51.7% | $2,631-37.6% |
| Participant deferral / active EE | $758 | $3,168-76.1% | $4,692-83.8% | $4,212-82.0% |
| Admin fee / account holder | $0 | $6,369-100.0% | $11,386-100.0% | $7,344-100.0% |