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 | $36,923 | $109,359-66.2% | $162,163-77.2% | $72,985-49.4% |
| Participation rate | 74.1% | 84.3%-10.2pp | 87.6%-13.5pp | 69.5%+4.6pp |
| Annual return | 17.72% | 25.46%-7.7pp | 115.59%-97.9pp | 81.00%-63.3pp |
| Employer contribution / active EE | $1,636 | $3,907-58.1% | $5,614-70.9% | $2,440-32.9% |
| Participant deferral / active EE | $2,468 | $5,481-55.0% | $7,298-66.2% | $3,607-31.6% |
| Admin fee / account holder | $286 | $7,972-96.4% | $10,843-97.4% | $5,124-94.4% |