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 7-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 | $9,269 | $98,750-90.6% | $149,696-93.8% | $79,858-88.4% |
| Participation rate | 87.8% | 75.8%+12.0pp | 82.5%+5.3pp | 69.6%+18.2pp |
| Annual return | 16.73% | 27.43%-10.7pp | 276.60%-259.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $785 | $3,216-75.6% | $4,644-83.1% | $2,471-68.2% |
| Participant deferral / active EE | $1,802 | $5,680-68.3% | $6,842-73.7% | $3,740-51.8% |
| Admin fee / account holder | $220 | $6,053-96.4% | $9,309-97.6% | $5,306-95.9% |