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 | $6,678 | $85,766-92.2% | $136,294-95.1% | $70,131-90.5% |
| Participation rate | 71.0% | 74.2%-3.2pp | 81.9%-11.0pp | 69.5%+1.4pp |
| Annual return | 20.36% | 31.45%-11.1pp | 5155.94%-5135.6pp | 73.14%-52.8pp |
| Employer contribution / active EE | $765 | $2,966-74.2% | $4,695-83.7% | $2,342-67.3% |
| Participant deferral / active EE | $1,368 | $5,051-72.9% | $6,247-78.1% | $3,332-58.9% |
| Admin fee / account holder | $150 | $5,420-97.2% | $9,243-98.4% | $4,645-96.8% |