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 | $9,911 | $99,341-90.0% | $84,750-88.3% | $273,961-96.4% |
| Participation rate | 84.6% | 80.7%+3.9pp | 76.6%+8.0pp | 83.0%+1.6pp |
| Annual return | 10.64% | 22.93%-12.3pp | 22.78%-12.1pp | 41.45%-30.8pp |
| Employer contribution / active EE | $654 | $4,214-84.5% | $3,574-81.7% | $4,869-86.6% |
| Participant deferral / active EE | $778 | $4,269-81.8% | $3,712-79.1% | $5,287-85.3% |
| Admin fee / account holder | $55 | $6,644-99.2% | $5,332-99.0% | $10,132-99.5% |