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 | $5,842 | $135,952-95.7% | $123,892-95.3% | $273,961-97.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 16.75% | 56.63%-39.9pp | 47.52%-30.8pp | 41.45%-24.7pp |
| Employer contribution / active EE | $1,334 | $5,170-74.2% | $4,617-71.1% | $4,869-72.6% |
| Participant deferral / active EE | $1,840 | $6,343-71.0% | $5,984-69.3% | $5,287-65.2% |
| Admin fee / account holder | $32 | $9,817-99.7% | $8,357-99.6% | $10,132-99.7% |