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 | $22,167 | $162,781-86.4% | $133,956-83.5% | $158,922-86.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.14% | 41.94%-30.8pp | 45.09%-33.9pp | 302.83%-291.7pp |
| Employer contribution / active EE | $1,657 | $4,975-66.7% | $3,919-57.7% | $4,761-65.2% |
| Participant deferral / active EE | $1,765 | $5,911-70.1% | $5,048-65.0% | $5,982-70.5% |
| Admin fee / account holder | $185 | $11,736-98.4% | $8,927-97.9% | $11,246-98.4% |