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 | $14,543 | $71,809-79.7% | $61,048-76.2% | $152,861-90.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 82.4%+17.6pp |
| Annual return | 21.80% | 29.74%-7.9pp | 26.18%-4.4pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,639 | $4,545-63.9% | $3,716-55.9% | $4,762-65.6% |
| Participant deferral / active EE | $1,338 | $5,467-75.5% | $4,470-70.1% | $5,850-77.1% |
| Admin fee / account holder | $161 | $4,750-96.6% | $3,728-95.7% | $11,596-98.6% |