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 | $6,803 | $89,739-92.4% | $149,718-95.5% | $62,292-89.1% |
| Participation rate | 79.6% | 85.1%-5.5pp | 87.1%-7.4pp | 69.5%+10.1pp |
| Annual return | 28.43% | 21.01%+7.4pp | 1501.63%-1473.2pp | 28.90%-0.5pp |
| Employer contribution / active EE | $1,233 | $3,233-61.9% | $5,445-77.4% | $2,042-39.6% |
| Participant deferral / active EE | $1,547 | $4,797-67.8% | $6,569-76.5% | $3,169-51.2% |
| Admin fee / account holder | $230 | $551-58.3% | $11,283-98.0% | $479-52.0% |