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 | $8,428 | $79,557-89.4% | $118,746-92.9% | $70,131-88.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.3%+21.7pp | 69.5%+30.5pp |
| Annual return | 21.41% | 25.64%-4.2pp | 24.54%-3.1pp | 73.14%-51.7pp |
| Employer contribution / active EE | $1,040 | $2,861-63.7% | $4,193-75.2% | $2,342-55.6% |
| Participant deferral / active EE | $1,228 | $4,089-70.0% | $5,332-77.0% | $3,332-63.1% |
| Admin fee / account holder | $184 | $5,374-96.6% | $10,720-98.3% | $4,645-96.0% |