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 | $9,461 | $72,492-86.9% | $87,100-89.1% | $72,985-87.0% |
| Participation rate | 88.5% | 72.8%+15.7pp | 76.9%+11.6pp | 69.5%+19.0pp |
| Annual return | 19.50% | 24.46%-5.0pp | 28.19%-8.7pp | 81.00%-61.5pp |
| Employer contribution / active EE | $670 | $1,894-64.6% | $2,521-73.4% | $2,440-72.6% |
| Participant deferral / active EE | $1,049 | $3,270-67.9% | $4,049-74.1% | $3,607-70.9% |
| Admin fee / account holder | $280 | $5,055-94.5% | $7,497-96.3% | $5,124-94.5% |