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 | $17,410 | $85,766-79.7% | $136,294-87.2% | $70,131-75.2% |
| Participation rate | 75.7% | 74.2%+1.5pp | 81.9%-6.2pp | 69.5%+6.1pp |
| Annual return | 22.83% | 31.45%-8.6pp | 5155.94%-5133.1pp | 73.14%-50.3pp |
| Employer contribution / active EE | $1,516 | $2,966-48.9% | $4,695-67.7% | $2,342-35.3% |
| Participant deferral / active EE | $2,042 | $5,051-59.6% | $6,247-67.3% | $3,332-38.7% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |