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 | $5,193 | $75,828-93.2% | $147,614-96.5% | $59,632-91.3% |
| Participation rate | 70.4% | 71.6%-1.2pp | 84.6%-14.3pp | 68.7%+1.7pp |
| Annual return | 6.33% | 0.37%+6.0pp | 61.98%-55.7pp | 2041.28%-2035.0pp |
| Employer contribution / active EE | $898 | $3,485-74.2% | $5,564-83.9% | $2,203-59.2% |
| Participant deferral / active EE | $346 | $3,130-88.9% | $4,895-92.9% | $3,192-89.2% |
| Admin fee / account holder | $109 | $5,985-98.2% | $11,611-99.1% | $4,297-97.5% |