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 | $14,472 | $176,812-91.8% | $146,665-90.1% | $167,490-91.4% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 20.59% | 24.03%-3.4pp | 22.74%-2.2pp | 478.56%-458.0pp |
| Employer contribution / active EE | $1,179 | $5,160-77.1% | $4,136-71.5% | $4,837-75.6% |
| Participant deferral / active EE | $1,630 | $6,440-74.7% | $5,506-70.4% | $6,341-74.3% |
| Admin fee / account holder | $51 | $13,259-99.6% | $10,280-99.5% | $12,309-99.6% |