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 | $35,585 | $109,359-67.5% | $162,163-78.1% | $72,985-51.2% |
| Participation rate | 93.1% | 84.3%+8.8pp | 87.6%+5.5pp | 69.5%+23.6pp |
| Annual return | 17.66% | 25.46%-7.8pp | 115.59%-97.9pp | 81.00%-63.3pp |
| Employer contribution / active EE | $2,292 | $3,907-41.3% | $5,614-59.2% | $2,440-6.1% |
| Participant deferral / active EE | $865 | $5,481-84.2% | $7,298-88.1% | $3,607-76.0% |
| Admin fee / account holder | $206 | $7,972-97.4% | $10,843-98.1% | $5,124-96.0% |