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 | $24,896 | $140,588-82.3% | $123,104-79.8% | $125,391-80.1% |
| Participation rate | 80.0% | 88.2%-8.2pp | 86.8%-6.8pp | 83.2%-3.2pp |
| Annual return | -0.58% | 16.80%-17.4pp | 13.22%-13.8pp | 282.22%-282.8pp |
| Employer contribution / active EE | $1,734 | $6,041-71.3% | $5,151-66.3% | $4,866-64.4% |
| Participant deferral / active EE | $2,168 | $6,980-68.9% | $6,230-65.2% | $5,352-59.5% |
| Admin fee / account holder | $240 | $11,198-97.9% | $9,015-97.3% | $9,540-97.5% |