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 | $19,639 | $76,552-74.3% | $123,892-84.1% | $62,891-68.8% |
| Participation rate | 74.4% | 73.0%+1.4pp | 81.4%-7.0pp | 69.3%+5.1pp |
| Annual return | 7.14% | 18.68%-11.5pp | 47.52%-40.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,074 | $2,883-62.7% | $4,617-76.7% | $2,281-52.9% |
| Participant deferral / active EE | $1,614 | $4,840-66.6% | $5,984-73.0% | $3,203-49.6% |
| Admin fee / account holder | $90 | $4,826-98.1% | $8,357-98.9% | $4,296-97.9% |