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 | $24,289 | $214,378-88.7% | $200,582-87.9% | $142,382-82.9% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 18.01% | 46.41%-28.4pp | 42.33%-24.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $0 | $6,841-100.0% | $6,419-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $138 | $9,865-98.6% | $9,331-98.5% | $6,507-97.9% |
| Admin fee / account holder | $105 | $17,692-99.4% | $16,305-99.4% | $12,624-99.2% |