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 5-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 | $6,563 | $93,571-93.0% | $135,903-95.2% | $75,163-91.3% |
| Participation rate | 87.1% | 75.2%+11.9pp | 81.9%+5.2pp | 67.2%+19.9pp |
| Annual return | 36.97% | 30.90%+6.1pp | 68.23%-31.3pp | 160.62%-123.7pp |
| Employer contribution / active EE | $952 | $3,537-73.1% | $4,856-80.4% | $2,670-64.3% |
| Participant deferral / active EE | $2,029 | $6,404-68.3% | $7,758-73.8% | $4,125-50.8% |
| Admin fee / account holder | $207 | $6,975-97.0% | $10,762-98.1% | $5,651-96.3% |