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 | $28,572 | $181,894-84.3% | $156,549-81.7% | $273,961-89.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.33% | 30.74%-25.4pp | 32.23%-26.9pp | 41.45%-36.1pp |
| Employer contribution / active EE | $3,229 | $6,248-48.3% | $5,501-41.3% | $4,869-33.7% |
| Participant deferral / active EE | $1,224 | $5,550-77.9% | $4,871-74.9% | $5,287-76.8% |
| Admin fee / account holder | $268 | $15,559-98.3% | $13,027-97.9% | $10,132-97.4% |