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 | $14,243 | $127,386-88.8% | $115,037-87.6% | $125,391-88.6% |
| Participation rate | 70.0% | 84.2%-14.2pp | 81.4%-11.4pp | 83.2%-13.2pp |
| Annual return | -2.82% | 31.28%-34.1pp | 26.14%-29.0pp | 282.22%-285.0pp |
| Employer contribution / active EE | $1,994 | $5,166-61.4% | $4,608-56.7% | $4,866-59.0% |
| Participant deferral / active EE | $1,364 | $6,423-78.8% | $6,026-77.4% | $5,352-74.5% |
| Admin fee / account holder | $200 | $9,516-97.9% | $8,175-97.6% | $9,540-97.9% |