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 | $13,856 | $167,307-91.7% | $143,757-90.4% | $134,475-89.7% |
| Participation rate | 95.5% | 84.8%+10.6pp | 80.3%+15.1pp | 81.2%+14.2pp |
| Annual return | -13.73% | 0.46%-14.2pp | -0.04%-13.7pp | 417.96%-431.7pp |
| Employer contribution / active EE | $1,557 | $5,619-72.3% | $4,951-68.5% | $4,740-67.1% |
| Participant deferral / active EE | $1,233 | $6,446-80.9% | $5,637-78.1% | $6,400-80.7% |
| Admin fee / account holder | $184 | $18,088-99.0% | $14,673-98.7% | $11,426-98.4% |