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 | $19,078 | $197,591-90.3% | $177,821-89.3% | $158,922-88.0% |
| Participation rate | 90.5% | 88.5%+1.9pp | 87.7%+2.8pp | 82.0%+8.5pp |
| Annual return | 11.78% | 58.76%-47.0pp | 48.32%-36.5pp | 302.83%-291.0pp |
| Employer contribution / active EE | $3,083 | $6,697-54.0% | $5,918-47.9% | $4,761-35.3% |
| Participant deferral / active EE | $2,005 | $8,405-76.1% | $7,714-74.0% | $5,982-66.5% |
| Admin fee / account holder | $273 | $15,399-98.2% | $12,427-97.8% | $11,246-97.6% |