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 | $21,581 | $181,894-88.1% | $156,549-86.2% | $273,961-92.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 14.57% | 30.74%-16.2pp | 32.23%-17.7pp | 41.45%-26.9pp |
| Employer contribution / active EE | $4,253 | $6,248-31.9% | $5,501-22.7% | $4,869-12.6% |
| Participant deferral / active EE | $1,500 | $5,550-73.0% | $4,871-69.2% | $5,287-71.6% |
| Admin fee / account holder | $197 | $15,559-98.7% | $13,027-98.5% | $10,132-98.1% |