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 | $4,868 | $135,952-96.4% | $123,892-96.1% | $273,961-98.2% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 10.46% | 56.63%-46.2pp | 47.52%-37.1pp | 41.45%-31.0pp |
| Employer contribution / active EE | $1,324 | $5,170-74.4% | $4,617-71.3% | $4,869-72.8% |
| Participant deferral / active EE | $1,785 | $6,343-71.9% | $5,984-70.2% | $5,287-66.2% |
| Admin fee / account holder | $132 | $9,817-98.7% | $8,357-98.4% | $10,132-98.7% |