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 | $9,721 | $46,869-79.3% | $122,332-92.1% | $70,131-86.1% |
| Participation rate | 85.7% | 58.2%+27.5pp | 71.6%+14.1pp | 69.5%+16.2pp |
| Annual return | 14.31% | 24.22%-9.9pp | 30.27%-16.0pp | 73.14%-58.8pp |
| Employer contribution / active EE | $2,332 | $1,288+81.1% | $4,050-42.4% | $2,342-0.4% |
| Participant deferral / active EE | $718 | $2,166-66.9% | $3,287-78.2% | $3,332-78.5% |
| Admin fee / account holder | $0 | $3,322-100.0% | $5,478-100.0% | $4,645-100.0% |