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 | $7,392 | $181,894-95.9% | $156,549-95.3% | $273,961-97.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.90% | 30.74%-17.8pp | 32.23%-19.3pp | 41.45%-28.6pp |
| Employer contribution / active EE | $1,735 | $6,248-72.2% | $5,501-68.5% | $4,869-64.4% |
| Participant deferral / active EE | $1,378 | $5,550-75.2% | $4,871-71.7% | $5,287-73.9% |
| Admin fee / account holder | $59 | $15,559-99.6% | $13,027-99.5% | $10,132-99.4% |