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 | $19,737 | $80,968-75.6% | $96,544-79.6% | $75,163-73.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 13.59% | 27.06%-13.5pp | 25.84%-12.2pp | 160.62%-147.0pp |
| Employer contribution / active EE | $783 | $2,282-65.7% | $2,965-73.6% | $2,670-70.7% |
| Participant deferral / active EE | $417 | $3,928-89.4% | $4,851-91.4% | $4,125-89.9% |
| Admin fee / account holder | $4 | $6,724-99.9% | $8,252-100.0% | $5,651-99.9% |