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 | $4,155 | $132,239-96.9% | $105,722-96.1% | $273,961-98.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 13.69% | 10.07%+3.6pp | 12.25%+1.4pp | 41.45%-27.8pp |
| Employer contribution / active EE | $1,553 | $4,867-68.1% | $4,079-61.9% | $4,869-68.1% |
| Participant deferral / active EE | $1,400 | $6,233-77.5% | $5,326-73.7% | $5,287-73.5% |
| Admin fee / account holder | $19 | $12,032-99.8% | $8,308-99.8% | $10,132-99.8% |