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 3-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 | $5,821 | $109,881-94.7% | $150,045-96.1% | $84,808-93.1% |
| Participation rate | 84.7% | 76.1%+8.7pp | 82.3%+2.4pp | 68.3%+16.4pp |
| Annual return | 73.28% | 28.25%+45.0pp | 62.55%+10.7pp | 40.90%+32.4pp |
| Employer contribution / active EE | $1,433 | $3,561-59.8% | $4,693-69.5% | $2,631-45.5% |
| Participant deferral / active EE | $2,226 | $6,636-66.5% | $7,997-72.2% | $4,212-47.1% |
| Admin fee / account holder | $291 | $8,568-96.6% | $13,435-97.8% | $7,344-96.0% |