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 | $11,204 | $85,202-86.8% | $172,739-93.5% | $72,985-84.6% |
| Participation rate | 97.5% | 70.1%+27.4pp | 82.6%+14.9pp | 69.5%+28.0pp |
| Annual return | 17.59% | 27.32%-9.7pp | 802.84%-785.3pp | 81.00%-63.4pp |
| Employer contribution / active EE | $431 | $3,324-87.0% | $5,143-91.6% | $2,440-82.3% |
| Participant deferral / active EE | $386 | $3,260-88.2% | $5,198-92.6% | $3,607-89.3% |
| Admin fee / account holder | $144 | $5,884-97.6% | $13,954-99.0% | $5,124-97.2% |