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 | $13,002 | $115,882-88.8% | $100,516-87.1% | $158,922-91.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 18.95% | 34.79%-15.8pp | 30.89%-11.9pp | 302.83%-283.9pp |
| Employer contribution / active EE | $1,478 | $4,103-64.0% | $3,418-56.8% | $4,761-69.0% |
| Participant deferral / active EE | $1,478 | $6,674-77.9% | $6,270-76.4% | $5,982-75.3% |
| Admin fee / account holder | $276 | $10,995-97.5% | $8,081-96.6% | $11,246-97.5% |