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 | $13,165 | $46,869-71.9% | $122,332-89.2% | $70,131-81.2% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 14.32% | 24.22%-9.9pp | 30.27%-16.0pp | 73.14%-58.8pp |
| Employer contribution / active EE | $2,376 | $1,288+84.5% | $4,050-41.4% | $2,342+1.4% |
| Participant deferral / active EE | $181 | $2,166-91.6% | $3,287-94.5% | $3,332-94.6% |
| Admin fee / account holder | $286 | $3,322-91.4% | $5,478-94.8% | $4,645-93.8% |