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 | $8,773 | $45,551-80.7% | $59,878-85.3% | - |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.7%+25.3pp | - |
| Annual return | 15.00% | 11.07%+3.9pp | 3.46%+11.5pp | - |
| Employer contribution / active EE | $2,525 | $2,465+2.4% | $2,722-7.2% | - |
| Participant deferral / active EE | $1,457 | $2,507-41.9% | $3,402-57.2% | - |
| Admin fee / account holder | $235 | $6,446-96.4% | $3,590-93.5% | - |