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 | $17,597 | $214,378-91.8% | $200,582-91.2% | $142,382-87.6% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 18.31% | 46.41%-28.1pp | 42.33%-24.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,817 | $6,841-58.8% | $6,419-56.1% | $4,299-34.5% |
| Participant deferral / active EE | $468 | $9,865-95.3% | $9,331-95.0% | $6,507-92.8% |
| Admin fee / account holder | $130 | $17,692-99.3% | $16,305-99.2% | $12,624-99.0% |