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 | $15,393 | $98,240-84.3% | $82,313-81.3% | $147,584-89.6% |
| Participation rate | 92.3% | 79.7%+12.6pp | 76.9%+15.4pp | 82.8%+9.5pp |
| Annual return | 19.39% | 30.85%-11.5pp | 25.88%-6.5pp | 578.55%-559.2pp |
| Employer contribution / active EE | $1,154 | $3,192-63.8% | $2,428-52.5% | $4,876-76.3% |
| Participant deferral / active EE | $1,338 | $4,383-69.5% | $3,706-63.9% | $5,439-75.4% |
| Admin fee / account holder | $140 | $8,563-98.4% | $5,608-97.5% | $10,885-98.7% |