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 | $12,480 | $91,552-86.4% | $133,956-90.7% | $79,858-84.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 19.98% | 61.85%-41.9pp | 45.09%-25.1pp | 31.71%-11.7pp |
| Employer contribution / active EE | $2,819 | $2,384+18.3% | $3,919-28.1% | $2,471+14.1% |
| Participant deferral / active EE | $1,422 | $3,733-61.9% | $5,048-71.8% | $3,740-62.0% |
| Admin fee / account holder | $20 | $6,321-99.7% | $8,927-99.8% | $5,306-99.6% |