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 8-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 | $17,355 | $86,929-80.0% | $102,423-83.1% | $80,856-78.5% |
| Participation rate | 84.5% | 72.4%+12.1pp | 76.5%+8.0pp | 67.6%+16.9pp |
| Annual return | 10.69% | 18.88%-8.2pp | 29.32%-18.6pp | 35.59%-24.9pp |
| Employer contribution / active EE | $707 | $2,369-70.2% | $3,023-76.6% | $2,755-74.3% |
| Participant deferral / active EE | $1,637 | $4,118-60.3% | $5,053-67.6% | $4,296-61.9% |
| Admin fee / account holder | $235 | $8,049-97.1% | $9,451-97.5% | $6,918-96.6% |