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 | $4,581 | $68,547-93.3% | $120,354-96.2% | $80,856-94.3% |
| Participation rate | 91.7% | 61.6%+30.1pp | 71.9%+19.8pp | 67.6%+24.0pp |
| Annual return | 14.79% | 23.60%-8.8pp | 107.15%-92.4pp | 35.59%-20.8pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $3,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,093 | $3,173-65.6% | $4,991-78.1% | $4,296-74.6% |
| Admin fee / account holder | $11 | $5,732-99.8% | $9,423-99.9% | $6,918-99.8% |