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 | $8,839 | $99,341-91.1% | $84,750-89.6% | $273,961-96.8% |
| Participation rate | 73.3% | 80.7%-7.4pp | 76.6%-3.3pp | 83.0%-9.7pp |
| Annual return | 7.66% | 22.93%-15.3pp | 22.78%-15.1pp | 41.45%-33.8pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $915 | $4,269-78.6% | $3,712-75.3% | $5,287-82.7% |
| Admin fee / account holder | $106 | $6,644-98.4% | $5,332-98.0% | $10,132-98.9% |