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 | $5,618 | $53,777-89.6% | $134,143-95.8% | $79,858-93.0% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 13.50% | 19.01%-5.5pp | 36.33%-22.8pp | 31.71%-18.2pp |
| Employer contribution / active EE | $895 | $1,321-32.3% | $3,704-75.8% | $2,471-63.8% |
| Participant deferral / active EE | $24 | $2,420-99.0% | $3,499-99.3% | $3,740-99.4% |
| Admin fee / account holder | $145 | $3,984-96.3% | $6,684-97.8% | $5,306-97.3% |