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 | $10,010 | $48,076-79.2% | $78,689-87.3% | $62,891-84.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 8.65% | 31.35%-22.7pp | 62.18%-53.5pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,047 | $2,015-48.1% | $2,851-63.3% | $2,281-54.1% |
| Participant deferral / active EE | $339 | $2,588-86.9% | $3,517-90.4% | $3,203-89.4% |
| Admin fee / account holder | $212 | $3,207-93.4% | $4,510-95.3% | $4,296-95.1% |