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 | $2,390 | $48,076-95.0% | $78,689-97.0% | $62,891-96.2% |
| Participation rate | 91.3% | 65.2%+26.1pp | 73.6%+17.7pp | 69.3%+22.0pp |
| Annual return | 18.13% | 31.35%-13.2pp | 62.18%-44.0pp | 20.14%-2.0pp |
| Employer contribution / active EE | $1,699 | $2,015-15.7% | $2,851-40.4% | $2,281-25.5% |
| Participant deferral / active EE | $547 | $2,588-78.9% | $3,517-84.4% | $3,203-82.9% |
| Admin fee / account holder | $48 | $3,207-98.5% | $4,510-98.9% | $4,296-98.9% |