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 | $14,151 | $76,367-81.5% | $93,606-84.9% | $72,985-80.6% |
| Participation rate | 79.7% | 71.7%+8.0pp | 75.8%+3.9pp | 69.5%+10.2pp |
| Annual return | 24.16% | 25.82%-1.7pp | 32.76%-8.6pp | 81.00%-56.8pp |
| Employer contribution / active EE | $634 | $2,275-72.1% | $2,718-76.7% | $2,440-74.0% |
| Participant deferral / active EE | $1,067 | $3,538-69.9% | $4,069-73.8% | $3,607-70.4% |
| Admin fee / account holder | $88 | $6,838-98.7% | $7,888-98.9% | $5,124-98.3% |