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 | $11,623 | $86,929-86.6% | $102,423-88.7% | $80,856-85.6% |
| Participation rate | 98.4% | 72.4%+26.0pp | 76.5%+21.9pp | 67.6%+30.8pp |
| Annual return | 12.19% | 18.88%-6.7pp | 29.32%-17.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,823 | $2,369+19.1% | $3,023-6.6% | $2,755+2.5% |
| Participant deferral / active EE | $1,599 | $4,118-61.2% | $5,053-68.4% | $4,296-62.8% |
| Admin fee / account holder | $165 | $8,049-98.0% | $9,451-98.3% | $6,918-97.6% |