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 | $12,187 | $84,233-85.5% | $170,442-92.8% | $70,131-82.6% |
| Participation rate | 78.6% | 70.8%+7.7pp | 83.6%-5.0pp | 69.5%+9.0pp |
| Annual return | 52.72% | 23.06%+29.7pp | 205.93%-153.2pp | 73.14%-20.4pp |
| Employer contribution / active EE | $476 | $3,387-85.9% | $5,433-91.2% | $2,342-79.7% |
| Participant deferral / active EE | $832 | $3,086-73.0% | $4,939-83.2% | $3,332-75.0% |
| Admin fee / account holder | $67 | $5,698-98.8% | $13,880-99.5% | $4,645-98.6% |