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 | $77,896-79.4% | $134,172-88.1% | $82,448-80.6% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.5%+27.5pp | 68.1%+31.9pp |
| Annual return | 20.10% | 18.21%+1.9pp | 25.30%-5.2pp | 41.64%-21.5pp |
| Employer contribution / active EE | $1,643 | $2,159-23.9% | $3,420-52.0% | $2,551-35.6% |
| Participant deferral / active EE | $758 | $3,162-76.0% | $4,690-83.8% | $4,139-81.7% |
| Admin fee / account holder | $0 | $6,336-100.0% | $12,016-100.0% | $7,234-100.0% |