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 | $6,367 | $215,361-97.0% | $171,082-96.3% | $273,961-97.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 10.97% | 25.14%-14.2pp | 32.56%-21.6pp | 41.45%-30.5pp |
| Employer contribution / active EE | $2,704 | $4,967-45.6% | $4,002-32.4% | $4,869-44.5% |
| Participant deferral / active EE | $694 | $5,543-87.5% | $4,797-85.5% | $5,287-86.9% |
| Admin fee / account holder | $43 | $10,846-99.6% | $8,520-99.5% | $10,132-99.6% |