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 | $13,554 | $96,557-86.0% | $80,975-83.3% | $273,961-95.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 8.23% | 15.14%-6.9pp | 17.10%-8.9pp | 41.45%-33.2pp |
| Employer contribution / active EE | $1,176 | $4,868-75.9% | $3,714-68.4% | $4,869-75.9% |
| Participant deferral / active EE | $1,518 | $6,598-77.0% | $5,696-73.3% | $5,287-71.3% |
| Admin fee / account holder | $95 | $7,492-98.7% | $5,516-98.3% | $10,132-99.1% |