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 | $9,567 | $54,726-82.5% | $68,793-86.1% | $64,186-85.1% |
| Participation rate | 95.7% | 68.0%+27.7pp | 72.2%+23.5pp | 69.6%+26.2pp |
| Annual return | 70.11% | -1.62%+71.7pp | -4.63%+74.7pp | 7.63%+62.5pp |
| Employer contribution / active EE | $2,402 | $1,846+30.1% | $2,625-8.5% | $2,381+0.9% |
| Participant deferral / active EE | $349 | $2,626-86.7% | $3,311-89.5% | $3,470-89.9% |
| Admin fee / account holder | $124 | $4,027-96.9% | $5,131-97.6% | $4,888-97.5% |