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 | $2,743 | $135,952-98.0% | $123,892-97.8% | $273,961-99.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 21.04% | 56.63%-35.6pp | 47.52%-26.5pp | 41.45%-20.4pp |
| Employer contribution / active EE | $1,244 | $5,170-75.9% | $4,617-73.0% | $4,869-74.4% |
| Participant deferral / active EE | $690 | $6,343-89.1% | $5,984-88.5% | $5,287-86.9% |
| Admin fee / account holder | $93 | $9,817-99.1% | $8,357-98.9% | $10,132-99.1% |