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 9-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 | $7,582 | $76,000-90.0% | $154,107-95.1% | $64,186-88.2% |
| Participation rate | 98.2% | 70.4%+27.8pp | 83.0%+15.2pp | 69.6%+28.7pp |
| Annual return | 50.01% | 30.32%+19.7pp | 735.12%-685.1pp | 7.63%+42.4pp |
| Employer contribution / active EE | $410 | $3,351-87.8% | $5,298-92.3% | $2,381-82.8% |
| Participant deferral / active EE | $670 | $3,175-78.9% | $5,081-86.8% | $3,470-80.7% |
| Admin fee / account holder | $273 | $5,596-95.1% | $13,411-98.0% | $4,888-94.4% |