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 | $12,274 | $93,071-86.8% | $74,583-83.5% | $273,961-95.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 12.87% | 26.18%-13.3pp | 20.47%-7.6pp | 41.45%-28.6pp |
| Employer contribution / active EE | $256 | $3,160-91.9% | $2,525-89.9% | $4,869-94.7% |
| Participant deferral / active EE | $302 | $4,160-92.7% | $3,458-91.3% | $5,287-94.3% |
| Admin fee / account holder | $56 | $5,272-98.9% | $4,138-98.7% | $10,132-99.5% |