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 | $6,445 | $67,606-90.5% | $82,313-92.2% | $70,131-90.8% |
| Participation rate | 83.3% | 72.8%+10.6pp | 76.9%+6.4pp | 69.5%+13.8pp |
| Annual return | 24.56% | 21.57%+3.0pp | 25.88%-1.3pp | 73.14%-48.6pp |
| Employer contribution / active EE | $498 | $1,755-71.6% | $2,428-79.5% | $2,342-78.8% |
| Participant deferral / active EE | $1,339 | $2,987-55.2% | $3,706-63.9% | $3,332-59.8% |
| Admin fee / account holder | $24 | $4,512-99.5% | $5,608-99.6% | $4,645-99.5% |