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 | $6,394 | $39,122-83.7% | $57,179-88.8% | $62,891-89.8% |
| Participation rate | 97.9% | 70.5%+27.4pp | 75.3%+22.5pp | 69.3%+28.6pp |
| Annual return | 7.54% | 9.23%-1.7pp | 14.59%-7.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $4,221 | $1,874+125.2% | $2,682+57.4% | $2,281+85.1% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $29 | $2,592-98.9% | $3,139-99.1% | $4,296-99.3% |