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 | $13,072 | $99,341-86.8% | $84,750-84.6% | $273,961-95.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 60.16% | 22.93%+37.2pp | 22.78%+37.4pp | 41.45%+18.7pp |
| Employer contribution / active EE | $4,782 | $4,214+13.5% | $3,574+33.8% | $4,869-1.8% |
| Participant deferral / active EE | $809 | $4,269-81.0% | $3,712-78.2% | $5,287-84.7% |
| Admin fee / account holder | $15 | $6,644-99.8% | $5,332-99.7% | $10,132-99.9% |