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 | $8,178 | $77,899-89.5% | $149,673-94.5% | $75,163-89.1% |
| Participation rate | 95.5% | 65.6%+29.9pp | 78.8%+16.7pp | 67.2%+28.3pp |
| Annual return | 14.43% | 31.72%-17.3pp | 134.42%-120.0pp | 160.62%-146.2pp |
| Employer contribution / active EE | $2,273 | $3,137-27.6% | $4,818-52.8% | $2,670-14.9% |
| Participant deferral / active EE | $245 | $3,411-92.8% | $5,680-95.7% | $4,125-94.1% |
| Admin fee / account holder | $258 | $5,956-95.7% | $13,210-98.0% | $5,651-95.4% |