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 6-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 | $17,435 | $154,117-88.7% | $129,995-86.6% | $139,434-87.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 11.69% | 32.48%-20.8pp | -137.18%+148.9pp | 372.94%-361.2pp |
| Employer contribution / active EE | $1,279 | $5,289-75.8% | $4,320-70.4% | $4,751-73.1% |
| Participant deferral / active EE | $966 | $6,710-85.6% | $5,820-83.4% | $6,710-85.6% |
| Admin fee / account holder | $198 | $14,007-98.6% | $10,614-98.1% | $11,403-98.3% |