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 | $5,736 | $77,634-92.6% | $156,549-96.3% | $62,891-90.9% |
| Participation rate | 78.2% | 71.2%+7.0pp | 84.0%-5.8pp | 69.3%+8.9pp |
| Annual return | 6.11% | 50.32%-44.2pp | 32.23%-26.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,098 | $3,444-68.1% | $5,501-80.0% | $2,281-51.8% |
| Participant deferral / active EE | $565 | $3,045-81.4% | $4,871-88.4% | $3,203-82.4% |
| Admin fee / account holder | $234 | $5,561-95.8% | $13,027-98.2% | $4,296-94.5% |