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 | $8,660 | $60,349-85.7% | $74,183-88.3% | $62,891-86.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 17.02% | 21.37%-4.4pp | 17.74%-0.7pp | 20.14%-3.1pp |
| Employer contribution / active EE | $532 | $1,680-68.4% | $2,370-77.6% | $2,281-76.7% |
| Participant deferral / active EE | $1,235 | $2,856-56.8% | $3,550-65.2% | $3,203-61.4% |
| Admin fee / account holder | $6 | $4,261-99.9% | $5,586-99.9% | $4,296-99.9% |