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 | $3,881 | $91,190-95.7% | $178,490-97.8% | $79,858-95.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.05% | 24.19%-12.1pp | 151.07%-139.0pp | 31.71%-19.7pp |
| Employer contribution / active EE | $722 | $3,256-77.8% | $5,011-85.6% | $2,471-70.8% |
| Participant deferral / active EE | $539 | $3,236-83.3% | $5,202-89.6% | $3,740-85.6% |
| Admin fee / account holder | $257 | $6,751-96.2% | $13,984-98.2% | $5,306-95.2% |