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 | $12,202 | $63,764-80.9% | $81,930-85.1% | $79,858-84.7% |
| Participation rate | 92.6% | 67.5%+25.1pp | 72.0%+20.6pp | 69.6%+23.0pp |
| Annual return | 11.07% | 22.66%-11.6pp | 29.49%-18.4pp | 31.71%-20.6pp |
| Employer contribution / active EE | $1,948 | $1,795+8.5% | $4,310-54.8% | $2,471-21.2% |
| Participant deferral / active EE | $322 | $2,780-88.4% | $7,107-95.5% | $3,740-91.4% |
| Admin fee / account holder | $286 | $4,426-93.5% | $5,158-94.5% | $5,306-94.6% |