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 | $20,408 | $98,750-79.3% | $149,696-86.4% | $79,858-74.4% |
| Participation rate | 72.5% | 75.8%-3.3pp | 82.5%-10.0pp | 69.6%+2.9pp |
| Annual return | 14.91% | 27.43%-12.5pp | 276.60%-261.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,269 | $3,216-60.6% | $4,644-72.7% | $2,471-48.7% |
| Participant deferral / active EE | $477 | $5,680-91.6% | $6,842-93.0% | $3,740-87.2% |
| Admin fee / account holder | $75 | $6,053-98.8% | $9,309-99.2% | $5,306-98.6% |