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 | $1,048 | $90,503-98.8% | $78,689-98.7% | $273,961-99.6% |
| Participation rate | 90.5% | 76.5%+14.0pp | 73.6%+16.9pp | 83.0%+7.5pp |
| Annual return | 11.27% | 75.60%-64.3pp | 62.18%-50.9pp | 41.45%-30.2pp |
| Employer contribution / active EE | $611 | $3,176-80.8% | $2,851-78.6% | $4,869-87.5% |
| Participant deferral / active EE | $117 | $3,901-97.0% | $3,517-96.7% | $5,287-97.8% |
| Admin fee / account holder | $13 | $5,263-99.7% | $4,510-99.7% | $10,132-99.9% |