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 | $23,825 | $153,772-84.5% | $133,980-82.2% | $273,961-91.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.52% | 36.51%-29.0pp | 29.30%-21.8pp | 41.45%-33.9pp |
| Employer contribution / active EE | $1,416 | $6,029-76.5% | $5,211-72.8% | $4,869-70.9% |
| Participant deferral / active EE | $1,690 | $6,958-75.7% | $6,282-73.1% | $5,287-68.0% |
| Admin fee / account holder | $114 | $11,765-99.0% | $9,324-98.8% | $10,132-98.9% |