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 5-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 | $10,907 | $110,257-90.1% | $96,544-88.7% | $139,434-92.2% |
| Participation rate | 77.8% | 78.1%-0.3pp | 76.0%+1.8pp | 80.3%-2.5pp |
| Annual return | 12.59% | 26.32%-13.7pp | 25.84%-13.3pp | 372.94%-360.4pp |
| Employer contribution / active EE | $1,150 | $3,620-68.2% | $2,965-61.2% | $4,751-75.8% |
| Participant deferral / active EE | $1,694 | $5,548-69.5% | $4,851-65.1% | $6,710-74.8% |
| Admin fee / account holder | $163 | $11,591-98.6% | $8,252-98.0% | $11,403-98.6% |