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 | $3,227 | $46,553-93.1% | $64,056-95.0% | $75,163-95.7% |
| Participation rate | 97.7% | 65.9%+31.7pp | 72.3%+25.4pp | 67.2%+30.5pp |
| Annual return | 13.47% | 26.03%-12.6pp | 33.69%-20.2pp | 160.62%-147.2pp |
| Employer contribution / active EE | $634 | $1,974-67.9% | $2,747-76.9% | $2,670-76.3% |
| Participant deferral / active EE | $119 | $2,837-95.8% | $3,880-96.9% | $4,125-97.1% |
| Admin fee / account holder | $136 | $2,952-95.4% | $3,068-95.6% | $5,651-97.6% |