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 | $14,542 | $228,332-93.6% | $185,823-92.2% | $158,922-90.8% |
| Participation rate | 71.4% | 82.3%-10.9pp | 78.0%-6.6pp | 82.0%-10.5pp |
| Annual return | 20.70% | 40.80%-20.1pp | 35.95%-15.3pp | 302.83%-282.1pp |
| Employer contribution / active EE | $614 | $4,967-87.6% | $4,087-85.0% | $4,761-87.1% |
| Participant deferral / active EE | $614 | $6,415-90.4% | $5,632-89.1% | $5,982-89.7% |
| Admin fee / account holder | $83 | $11,864-99.3% | $9,500-99.1% | $11,246-99.3% |