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 | $19,186 | $149,734-87.2% | $118,925-83.9% | $158,922-87.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 23.85% | 19.95%+3.9pp | 35.88%-12.0pp | 302.83%-279.0pp |
| Employer contribution / active EE | $4,623 | $4,115+12.3% | $3,263+41.7% | $4,761-2.9% |
| Participant deferral / active EE | $0 | $5,223-100.0% | $4,265-100.0% | $5,982-100.0% |
| Admin fee / account holder | $125 | $8,603-98.5% | $6,581-98.1% | $11,246-98.9% |