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 | $4,378 | $77,634-94.4% | $156,549-97.2% | $62,891-93.0% |
| Participation rate | 96.1% | 71.2%+24.9pp | 84.0%+12.0pp | 69.3%+26.7pp |
| Annual return | 5.49% | 50.32%-44.8pp | 32.23%-26.7pp | 20.14%-14.7pp |
| Employer contribution / active EE | $988 | $3,444-71.3% | $5,501-82.0% | $2,281-56.7% |
| Participant deferral / active EE | $647 | $3,045-78.8% | $4,871-86.7% | $3,203-79.8% |
| Admin fee / account holder | $217 | $5,561-96.1% | $13,027-98.3% | $4,296-95.0% |