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 | $20,152 | $138,347-85.4% | $184,203-89.1% | $80,856-75.1% |
| Participation rate | 84.0% | 83.9%+0.1pp | 86.8%-2.8pp | 67.6%+16.4pp |
| Annual return | 15.37% | 20.02%-4.6pp | 28.81%-13.4pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,806 | $4,850-62.8% | $6,427-71.9% | $2,755-34.4% |
| Participant deferral / active EE | $2,814 | $7,071-60.2% | $9,131-69.2% | $4,296-34.5% |
| Admin fee / account holder | $94 | $10,483-99.1% | $13,901-99.3% | $6,918-98.6% |