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 | $6,166 | $84,233-92.7% | $170,442-96.4% | $70,131-91.2% |
| Participation rate | 94.4% | 70.8%+23.6pp | 83.6%+10.8pp | 69.5%+24.9pp |
| Annual return | 12.25% | 23.06%-10.8pp | 205.93%-193.7pp | 73.14%-60.9pp |
| Employer contribution / active EE | $559 | $3,387-83.5% | $5,433-89.7% | $2,342-76.1% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $141 | $5,698-97.5% | $13,880-99.0% | $4,645-97.0% |