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 | $25,425 | $82,032-69.0% | $123,104-79.3% | $59,632-57.4% |
| Participation rate | 90.6% | 83.2%+7.4pp | 86.8%+3.8pp | 68.7%+22.0pp |
| Annual return | -1.55% | 5.12%-6.7pp | 13.22%-14.8pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $2,639 | $3,297-19.9% | $5,151-48.8% | $2,203+19.8% |
| Participant deferral / active EE | $1,852 | $4,667-60.3% | $6,230-70.3% | $3,192-42.0% |
| Admin fee / account holder | $263 | $5,881-95.5% | $9,015-97.1% | $4,297-93.9% |