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 | $2,247 | $52,580-95.7% | $71,671-96.9% | $70,131-96.8% |
| Participation rate | 72.7% | 60.9%+11.9pp | 68.7%+4.0pp | 69.5%+3.2pp |
| Annual return | 27.23% | 20.25%+7.0pp | 20.65%+6.6pp | 73.14%-45.9pp |
| Employer contribution / active EE | $375 | $1,616-76.8% | $2,460-84.7% | $2,342-84.0% |
| Participant deferral / active EE | $738 | $2,386-69.1% | $3,438-78.5% | $3,332-77.8% |
| Admin fee / account holder | $57 | $3,653-98.5% | $5,558-99.0% | $4,645-98.8% |