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 | $20,054 | $80,968-75.2% | $96,544-79.2% | $75,163-73.3% |
| Participation rate | 84.4% | 71.8%+12.6pp | 76.0%+8.4pp | 67.2%+17.2pp |
| Annual return | 19.06% | 27.06%-8.0pp | 25.84%-6.8pp | 160.62%-141.6pp |
| Employer contribution / active EE | $992 | $2,282-56.5% | $2,965-66.5% | $2,670-62.8% |
| Participant deferral / active EE | $1,308 | $3,928-66.7% | $4,851-73.0% | $4,125-68.3% |
| Admin fee / account holder | $258 | $6,724-96.2% | $8,252-96.9% | $5,651-95.4% |