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 8-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 | $11,469 | $117,841-90.3% | $102,423-88.8% | $145,922-92.1% |
| Participation rate | 86.4% | 78.6%+7.8pp | 76.5%+9.9pp | 80.3%+6.1pp |
| Annual return | 14.42% | 31.65%-17.2pp | 29.32%-14.9pp | 561.29%-546.9pp |
| Employer contribution / active EE | $2,010 | $3,615-44.4% | $3,023-33.5% | $4,660-56.9% |
| Participant deferral / active EE | $493 | $5,731-91.4% | $5,053-90.2% | $6,688-92.6% |
| Admin fee / account holder | $295 | $13,326-97.8% | $9,451-96.9% | $13,397-97.8% |