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 | $8,305 | $65,365-87.3% | $92,893-91.1% | $72,985-88.6% |
| Participation rate | 90.0% | 68.3%+21.7pp | 76.0%+14.0pp | 69.5%+20.5pp |
| Annual return | 21.07% | 42.10%-21.0pp | 109.41%-88.3pp | 81.00%-59.9pp |
| Employer contribution / active EE | $1,186 | $2,594-54.3% | $3,653-67.5% | $2,440-51.4% |
| Participant deferral / active EE | $882 | $3,128-71.8% | $4,236-79.2% | $3,607-75.6% |
| Admin fee / account holder | $162 | $4,251-96.2% | $5,794-97.2% | $5,124-96.8% |