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 | $3,885 | $39,122-90.1% | $57,179-93.2% | $62,891-93.8% |
| Participation rate | 86.9% | 70.5%+16.4pp | 75.3%+11.6pp | 69.3%+17.6pp |
| Annual return | 508.57% | 9.23%+499.3pp | 14.59%+494.0pp | 20.14%+488.4pp |
| Employer contribution / active EE | $706 | $1,874-62.3% | $2,682-73.7% | $2,281-69.1% |
| Participant deferral / active EE | $398 | $2,374-83.2% | $3,096-87.1% | $3,203-87.6% |
| Admin fee / account holder | $43 | $2,592-98.3% | $3,139-98.6% | $4,296-99.0% |