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 | $12,062 | $116,175-89.6% | $93,606-87.1% | $152,861-92.1% |
| Participation rate | 81.8% | 78.0%+3.8pp | 75.8%+6.0pp | 82.4%-0.6pp |
| Annual return | 20.52% | 35.96%-15.4pp | 32.76%-12.2pp | 345.32%-324.8pp |
| Employer contribution / active EE | $770 | $3,218-76.1% | $2,718-71.7% | $4,762-83.8% |
| Participant deferral / active EE | $780 | $4,603-83.1% | $4,069-80.8% | $5,850-86.7% |
| Admin fee / account holder | $158 | $10,748-98.5% | $7,888-98.0% | $11,596-98.6% |