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 | $9,407 | $116,175-91.9% | $93,606-90.0% | $152,861-93.8% |
| Participation rate | 87.5% | 78.0%+9.5pp | 75.8%+11.7pp | 82.4%+5.1pp |
| Annual return | 25.15% | 35.96%-10.8pp | 32.76%-7.6pp | 345.32%-320.2pp |
| Employer contribution / active EE | $995 | $3,218-69.1% | $2,718-63.4% | $4,762-79.1% |
| Participant deferral / active EE | $1,246 | $4,603-72.9% | $4,069-69.4% | $5,850-78.7% |
| Admin fee / account holder | $55 | $10,748-99.5% | $7,888-99.3% | $11,596-99.5% |