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 | $12,299 | $60,349-79.6% | $74,183-83.4% | $62,891-80.4% |
| Participation rate | 72.7% | 72.7%0pp | 76.6%-3.9pp | 69.3%+3.4pp |
| Annual return | 8.25% | 21.37%-13.1pp | 17.74%-9.5pp | 20.14%-11.9pp |
| Employer contribution / active EE | $628 | $1,680-62.6% | $2,370-73.5% | $2,281-72.5% |
| Participant deferral / active EE | $960 | $2,856-66.4% | $3,550-73.0% | $3,203-70.0% |
| Admin fee / account holder | $224 | $4,261-94.7% | $5,586-96.0% | $4,296-94.8% |