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 | $5,737 | $99,341-94.2% | $84,750-93.2% | $273,961-97.9% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 15.49% | 22.93%-7.4pp | 22.78%-7.3pp | 41.45%-26.0pp |
| Employer contribution / active EE | $741 | $4,214-82.4% | $3,574-79.3% | $4,869-84.8% |
| Participant deferral / active EE | $921 | $4,269-78.4% | $3,712-75.2% | $5,287-82.6% |
| Admin fee / account holder | $42 | $6,644-99.4% | $5,332-99.2% | $10,132-99.6% |