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 | $20,396 | $76,552-73.4% | $123,892-83.5% | $62,891-67.6% |
| Participation rate | 77.6% | 73.0%+4.6pp | 81.4%-3.8pp | 69.3%+8.3pp |
| Annual return | 9.05% | 18.68%-9.6pp | 47.52%-38.5pp | 20.14%-11.1pp |
| Employer contribution / active EE | $5,167 | $2,883+79.3% | $4,617+11.9% | $2,281+126.5% |
| Participant deferral / active EE | $1,270 | $4,840-73.8% | $5,984-78.8% | $3,203-60.3% |
| Admin fee / account holder | $188 | $4,826-96.1% | $8,357-97.8% | $4,296-95.6% |