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 | $16,143 | $149,679-89.2% | $117,039-86.2% | $147,584-89.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 12.82% | 19.31%-6.5pp | 18.95%-6.1pp | 578.55%-565.7pp |
| Employer contribution / active EE | $1,219 | $4,937-75.3% | $3,785-67.8% | $4,876-75.0% |
| Participant deferral / active EE | $514 | $4,912-89.5% | $3,929-86.9% | $5,439-90.5% |
| Admin fee / account holder | $100 | $7,856-98.7% | $5,974-98.3% | $10,885-99.1% |