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 | $14,774 | $96,557-84.7% | $80,975-81.8% | $273,961-94.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 7.27% | 15.14%-7.9pp | 17.10%-9.8pp | 41.45%-34.2pp |
| Employer contribution / active EE | $679 | $4,868-86.1% | $3,714-81.7% | $4,869-86.1% |
| Participant deferral / active EE | $1,404 | $6,598-78.7% | $5,696-75.4% | $5,287-73.4% |
| Admin fee / account holder | $227 | $7,492-97.0% | $5,516-95.9% | $10,132-97.8% |