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 10-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 | $6,562 | $135,952-95.2% | $123,892-94.7% | $273,961-97.6% |
| Participation rate | 70.0% | 84.1%-14.1pp | 81.4%-11.4pp | 83.0%-13.0pp |
| Annual return | 16.87% | 56.63%-39.8pp | 47.52%-30.6pp | 41.45%-24.6pp |
| Employer contribution / active EE | $1,452 | $5,170-71.9% | $4,617-68.5% | $4,869-70.2% |
| Participant deferral / active EE | $1,772 | $6,343-72.1% | $5,984-70.4% | $5,287-66.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |