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 | $1,608 | $64,348-97.5% | $90,160-98.2% | $70,131-97.7% |
| Participation rate | 76.0% | 70.4%+5.6pp | 76.9%-0.9pp | 69.5%+6.5pp |
| Annual return | 29.59% | 28.13%+1.5pp | 34.88%-5.3pp | 73.14%-43.6pp |
| Employer contribution / active EE | $451 | $2,046-78.0% | $3,318-86.4% | $2,342-80.8% |
| Participant deferral / active EE | $728 | $4,389-83.4% | $5,288-86.2% | $3,332-78.2% |
| Admin fee / account holder | $29 | $3,944-99.3% | $5,943-99.5% | $4,645-99.4% |