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 8-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 | $12,697 | $72,492-82.5% | $87,100-85.4% | $72,985-82.6% |
| Participation rate | 96.3% | 72.8%+23.5pp | 76.9%+19.4pp | 69.5%+26.8pp |
| Annual return | 26.51% | 24.46%+2.1pp | 28.19%-1.7pp | 81.00%-54.5pp |
| Employer contribution / active EE | $965 | $1,894-49.0% | $2,521-61.7% | $2,440-60.4% |
| Participant deferral / active EE | $1,244 | $3,270-62.0% | $4,049-69.3% | $3,607-65.5% |
| Admin fee / account holder | $66 | $5,055-98.7% | $7,497-99.1% | $5,124-98.7% |