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 | $7,660 | $76,000-89.9% | $154,107-95.0% | $64,186-88.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 3.50% | 30.32%-26.8pp | 735.12%-731.6pp | 7.63%-4.1pp |
| Employer contribution / active EE | $867 | $3,351-74.1% | $5,298-83.6% | $2,381-63.6% |
| Participant deferral / active EE | $266 | $3,175-91.6% | $5,081-94.8% | $3,470-92.3% |
| Admin fee / account holder | $296 | $5,596-94.7% | $13,411-97.8% | $4,888-93.9% |