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 | $2,667 | $48,364-94.5% | $71,796-96.3% | $62,891-95.8% |
| Participation rate | 85.5% | 60.6%+24.9pp | 69.1%+16.4pp | 69.3%+16.2pp |
| Annual return | 51.47% | 13.16%+38.3pp | 78.04%-26.6pp | 20.14%+31.3pp |
| Employer contribution / active EE | $539 | $1,042-48.2% | $1,924-72.0% | $2,281-76.3% |
| Participant deferral / active EE | $840 | $2,091-59.8% | $2,794-69.9% | $3,203-73.8% |
| Admin fee / account holder | $148 | $3,771-96.1% | $4,815-96.9% | $4,296-96.5% |