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 | $20,778 | $214,378-90.3% | $200,582-89.6% | $142,382-85.4% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 19.69% | 46.41%-26.7pp | 42.33%-22.6pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,019 | $6,841-70.5% | $6,419-68.5% | $4,299-53.0% |
| Participant deferral / active EE | $2,302 | $9,865-76.7% | $9,331-75.3% | $6,507-64.6% |
| Admin fee / account holder | $71 | $17,692-99.6% | $16,305-99.6% | $12,624-99.4% |