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 | $3,275 | $60,349-94.6% | $74,183-95.6% | $62,891-94.8% |
| Participation rate | 71.0% | 72.7%-1.8pp | 76.6%-5.7pp | 69.3%+1.7pp |
| Annual return | 19.14% | 21.37%-2.2pp | 17.74%+1.4pp | 20.14%-1.0pp |
| Employer contribution / active EE | $1,035 | $1,680-38.4% | $2,370-56.3% | $2,281-54.6% |
| Participant deferral / active EE | $1,255 | $2,856-56.1% | $3,550-64.6% | $3,203-60.8% |
| Admin fee / account holder | $81 | $4,261-98.1% | $5,586-98.5% | $4,296-98.1% |