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 | $21,997 | $153,772-85.7% | $133,980-83.6% | $273,961-92.0% |
| Participation rate | 89.5% | 88.4%+1.1pp | 87.1%+2.4pp | 83.0%+6.5pp |
| Annual return | 6.12% | 36.51%-30.4pp | 29.30%-23.2pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,949 | $6,029-67.7% | $5,211-62.6% | $4,869-60.0% |
| Participant deferral / active EE | $834 | $6,958-88.0% | $6,282-86.7% | $5,287-84.2% |
| Admin fee / account holder | $117 | $11,765-99.0% | $9,324-98.7% | $10,132-98.8% |