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 | $9,102 | $58,828-84.5% | $77,999-88.3% | $62,891-85.5% |
| Participation rate | 92.9% | 71.1%+21.8pp | 75.5%+17.3pp | 69.3%+23.6pp |
| Annual return | 5.83% | 17.16%-11.3pp | 425.96%-420.1pp | 20.14%-14.3pp |
| Employer contribution / active EE | $479 | $1,672-71.4% | $2,470-80.6% | $2,281-79.0% |
| Participant deferral / active EE | $415 | $2,686-84.5% | $3,497-88.1% | $3,203-87.0% |
| Admin fee / account holder | $0 | $4,393-100.0% | $5,480-100.0% | $4,296-100.0% |