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 | $8,383 | $54,762-84.7% | $90,281-90.7% | $72,985-88.5% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 19.86% | 30.63%-10.8pp | 78.10%-58.2pp | 81.00%-61.1pp |
| Employer contribution / active EE | $964 | $2,092-53.9% | $2,854-66.2% | $2,440-60.5% |
| Participant deferral / active EE | $457 | $2,887-84.2% | $3,885-88.2% | $3,607-87.3% |
| Admin fee / account holder | $11 | $3,972-99.7% | $5,351-99.8% | $5,124-99.8% |