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 9-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 | $15,546 | $72,277-78.5% | $101,248-84.6% | $79,858-80.5% |
| Participation rate | 74.6% | 68.5%+6.1pp | 75.8%-1.2pp | 69.6%+5.0pp |
| Annual return | 13.15% | 22.30%-9.1pp | 46.47%-33.3pp | 31.71%-18.6pp |
| Employer contribution / active EE | $2,722 | $2,692+1.1% | $3,660-25.6% | $2,471+10.2% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $85 | $4,400-98.1% | $5,945-98.6% | $5,306-98.4% |