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 | $12,224 | $67,411-81.9% | $91,001-86.6% | $70,131-82.6% |
| Participation rate | 96.0% | 71.4%+24.6pp | 75.6%+20.4pp | 69.5%+26.5pp |
| Annual return | 16.13% | -40.16%+56.3pp | 4.60%+11.5pp | 73.14%-57.0pp |
| Employer contribution / active EE | $872 | $1,786-51.2% | $2,456-64.5% | $2,342-62.8% |
| Participant deferral / active EE | $498 | $2,823-82.3% | $3,547-85.9% | $3,332-85.0% |
| Admin fee / account holder | $8 | $4,236-99.8% | $5,417-99.9% | $4,645-99.8% |