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 | $3,246 | $91,190-96.4% | $178,490-98.2% | $79,858-95.9% |
| Participation rate | 86.3% | 69.2%+17.1pp | 81.9%+4.4pp | 69.6%+16.6pp |
| Annual return | 22.53% | 24.19%-1.7pp | 151.07%-128.5pp | 31.71%-9.2pp |
| Employer contribution / active EE | $1,104 | $3,256-66.1% | $5,011-78.0% | $2,471-55.3% |
| Participant deferral / active EE | $685 | $3,236-78.8% | $5,202-86.8% | $3,740-81.7% |
| Admin fee / account holder | $221 | $6,751-96.7% | $13,984-98.4% | $5,306-95.8% |