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 | $6,167 | $84,233-92.7% | $170,442-96.4% | $70,131-91.2% |
| Participation rate | 94.1% | 70.8%+23.3pp | 83.6%+10.5pp | 69.5%+24.6pp |
| Annual return | 14.83% | 23.06%-8.2pp | 205.93%-191.1pp | 73.14%-58.3pp |
| Employer contribution / active EE | $717 | $3,387-78.8% | $5,433-86.8% | $2,342-69.4% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $251 | $5,698-95.6% | $13,880-98.2% | $4,645-94.6% |