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 | $6,480 | $90,503-92.8% | $78,689-91.8% | $273,961-97.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2.93% | 75.60%-72.7pp | 62.18%-59.2pp | 41.45%-38.5pp |
| Employer contribution / active EE | $821 | $3,176-74.1% | $2,851-71.2% | $4,869-83.1% |
| Participant deferral / active EE | $106 | $3,901-97.3% | $3,517-97.0% | $5,287-98.0% |
| Admin fee / account holder | $213 | $5,263-96.0% | $4,510-95.3% | $10,132-97.9% |