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 | $5,686 | $232,540-97.6% | $185,117-96.9% | $147,584-96.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 12.85% | 43.03%-30.2pp | 40.50%-27.6pp | 578.55%-565.7pp |
| Employer contribution / active EE | $520 | $5,195-90.0% | $4,182-87.6% | $4,876-89.3% |
| Participant deferral / active EE | $384 | $5,834-93.4% | $5,045-92.4% | $5,439-92.9% |
| Admin fee / account holder | $210 | $10,275-98.0% | $8,159-97.4% | $10,885-98.1% |