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 | $11,061 | $181,894-93.9% | $156,549-92.9% | $273,961-96.0% |
| Participation rate | 90.5% | 88.4%+2.1pp | 84.0%+6.5pp | 83.0%+7.5pp |
| Annual return | 11.71% | 30.74%-19.0pp | 32.23%-20.5pp | 41.45%-29.7pp |
| Employer contribution / active EE | $2,067 | $6,248-66.9% | $5,501-62.4% | $4,869-57.5% |
| Participant deferral / active EE | $1,554 | $5,550-72.0% | $4,871-68.1% | $5,287-70.6% |
| Admin fee / account holder | $92 | $15,559-99.4% | $13,027-99.3% | $10,132-99.1% |