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 | $8,843 | $100,852-91.2% | $90,404-90.2% | $158,922-94.4% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 22.11% | 1724.20%-1702.1pp | 1293.02%-1270.9pp | 302.83%-280.7pp |
| Employer contribution / active EE | $202 | $3,689-94.5% | $3,262-93.8% | $4,761-95.8% |
| Participant deferral / active EE | $727 | $4,348-83.3% | $3,963-81.7% | $5,982-87.8% |
| Admin fee / account holder | $167 | $6,501-97.4% | $5,611-97.0% | $11,246-98.5% |