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 | $19,305 | $157,256-87.7% | $141,162-86.3% | $152,861-87.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 23.40% | 64.32%-40.9pp | 71.39%-48.0pp | 345.32%-321.9pp |
| Employer contribution / active EE | $1,451 | $5,261-72.4% | $4,735-69.4% | $4,762-69.5% |
| Participant deferral / active EE | $1,989 | $7,109-72.0% | $6,709-70.3% | $5,850-66.0% |
| Admin fee / account holder | $261 | $12,120-97.8% | $10,261-97.5% | $11,596-97.8% |