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 | $3,055 | $39,122-92.2% | $57,179-94.7% | $62,891-95.1% |
| Participation rate | 81.8% | 70.5%+11.3pp | 75.3%+6.5pp | 69.3%+12.5pp |
| Annual return | 10.67% | 9.23%+1.4pp | 14.59%-3.9pp | 20.14%-9.5pp |
| Employer contribution / active EE | $427 | $1,874-77.2% | $2,682-84.1% | $2,281-81.3% |
| Participant deferral / active EE | $468 | $2,374-80.3% | $3,096-84.9% | $3,203-85.4% |
| Admin fee / account holder | $57 | $2,592-97.8% | $3,139-98.2% | $4,296-98.7% |