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 | $13,781 | $181,894-92.4% | $156,549-91.2% | $273,961-95.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.67% | 30.74%-26.1pp | 32.23%-27.6pp | 41.45%-36.8pp |
| Employer contribution / active EE | $3,515 | $6,248-43.7% | $5,501-36.1% | $4,869-27.8% |
| Participant deferral / active EE | $1,814 | $5,550-67.3% | $4,871-62.8% | $5,287-65.7% |
| Admin fee / account holder | $138 | $15,559-99.1% | $13,027-98.9% | $10,132-98.6% |