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 | $15,025 | $72,492-79.3% | $87,100-82.7% | $72,985-79.4% |
| Participation rate | 86.2% | 72.8%+13.4pp | 76.9%+9.3pp | 69.5%+16.7pp |
| Annual return | 18.46% | 24.46%-6.0pp | 28.19%-9.7pp | 81.00%-62.5pp |
| Employer contribution / active EE | $630 | $1,894-66.7% | $2,521-75.0% | $2,440-74.2% |
| Participant deferral / active EE | $1,314 | $3,270-59.8% | $4,049-67.5% | $3,607-63.6% |
| Admin fee / account holder | $157 | $5,055-96.9% | $7,497-97.9% | $5,124-96.9% |