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 | $20,072 | $181,894-89.0% | $156,549-87.2% | $273,961-92.7% |
| Participation rate | 94.1% | 88.4%+5.7pp | 84.0%+10.1pp | 83.0%+11.1pp |
| Annual return | 4.20% | 30.74%-26.5pp | 32.23%-28.0pp | 41.45%-37.3pp |
| Employer contribution / active EE | $1,870 | $6,248-70.1% | $5,501-66.0% | $4,869-61.6% |
| Participant deferral / active EE | $891 | $5,550-84.0% | $4,871-81.7% | $5,287-83.2% |
| Admin fee / account holder | $250 | $15,559-98.4% | $13,027-98.1% | $10,132-97.5% |