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 | $23,554 | $140,588-83.2% | $123,104-80.9% | $125,391-81.2% |
| Participation rate | 78.6% | 88.2%-9.6pp | 86.8%-8.2pp | 83.2%-4.6pp |
| Annual return | 0.19% | 16.80%-16.6pp | 13.22%-13.0pp | 282.22%-282.0pp |
| Employer contribution / active EE | $1,568 | $6,041-74.0% | $5,151-69.6% | $4,866-67.8% |
| Participant deferral / active EE | $2,188 | $6,980-68.7% | $6,230-64.9% | $5,352-59.1% |
| Admin fee / account holder | $245 | $11,198-97.8% | $9,015-97.3% | $9,540-97.4% |