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 | $5,362 | $43,423-87.7% | $78,689-93.2% | $55,167-90.3% |
| Participation rate | 85.0% | 68.0%+16.9pp | 73.6%+11.4pp | 69.0%+16.0pp |
| Annual return | 6.43% | 11.53%-5.1pp | 62.18%-55.7pp | 169.23%-162.8pp |
| Employer contribution / active EE | $442 | $1,997-77.8% | $2,851-84.5% | $1,963-77.5% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,517-100.0% | $3,054-100.0% |
| Admin fee / account holder | $29 | $416-93.1% | $4,510-99.4% | $504-94.3% |