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 | $3,309 | $90,503-96.3% | $78,689-95.8% | $273,961-98.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.87% | 75.60%-65.7pp | 62.18%-52.3pp | 41.45%-31.6pp |
| Employer contribution / active EE | $430 | $3,176-86.5% | $2,851-84.9% | $4,869-91.2% |
| Participant deferral / active EE | $134 | $3,901-96.6% | $3,517-96.2% | $5,287-97.5% |
| Admin fee / account holder | $6 | $5,263-99.9% | $4,510-99.9% | $10,132-99.9% |