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 | $7,281 | $54,762-86.7% | $90,281-91.9% | $72,985-90.0% |
| Participation rate | 70.7% | 65.1%+5.6pp | 73.3%-2.5pp | 69.5%+1.2pp |
| Annual return | 17.01% | 30.63%-13.6pp | 78.10%-61.1pp | 81.00%-64.0pp |
| Employer contribution / active EE | $288 | $2,092-86.2% | $2,854-89.9% | $2,440-88.2% |
| Participant deferral / active EE | $631 | $2,887-78.1% | $3,885-83.8% | $3,607-82.5% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |