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 | $106,749-94.5% | $145,433-96.0% | $82,448-92.9% |
| Participation rate | 84.7% | 75.6%+9.1pp | 82.1%+2.6pp | 68.1%+16.7pp |
| Annual return | 73.28% | 27.59%+45.7pp | 66.58%+6.7pp | 41.64%+31.6pp |
| Employer contribution / active EE | $1,433 | $3,444-58.4% | $4,554-68.5% | $2,551-43.8% |
| Participant deferral / active EE | $2,226 | $6,519-65.9% | $7,897-71.8% | $4,139-46.2% |
| Admin fee / account holder | $291 | $8,390-96.5% | $13,129-97.8% | $7,234-96.0% |