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 | $27,239 | $140,588-80.6% | $123,104-77.9% | $125,391-78.3% |
| Participation rate | 87.5% | 88.2%-0.7pp | 86.8%+0.7pp | 83.2%+4.3pp |
| Annual return | -1.99% | 16.80%-18.8pp | 13.22%-15.2pp | 282.22%-284.2pp |
| Employer contribution / active EE | $1,878 | $6,041-68.9% | $5,151-63.5% | $4,866-61.4% |
| Participant deferral / active EE | $1,878 | $6,980-73.1% | $6,230-69.9% | $5,352-64.9% |
| Admin fee / account holder | $28 | $11,198-99.7% | $9,015-99.7% | $9,540-99.7% |