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 | $6,990 | $56,897-87.7% | $84,750-91.8% | $62,891-88.9% |
| Participation rate | 91.4% | 68.5%+22.9pp | 76.6%+14.8pp | 69.3%+22.1pp |
| Annual return | 4.80% | 6.30%-1.5pp | 22.78%-18.0pp | 20.14%-15.3pp |
| Employer contribution / active EE | $668 | $2,400-72.1% | $3,574-81.3% | $2,281-70.7% |
| Participant deferral / active EE | $1,039 | $2,709-61.6% | $3,712-72.0% | $3,203-67.5% |
| Admin fee / account holder | $58 | $3,581-98.4% | $5,332-98.9% | $4,296-98.6% |