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 | $10,568 | $95,416-88.9% | $185,823-94.3% | $85,850-87.7% |
| Participation rate | 71.3% | 68.8%+2.5pp | 81.7%-10.5pp | 69.3%+1.9pp |
| Annual return | 12.17% | 23.59%-11.4pp | 122.05%-109.9pp | 318.53%-306.4pp |
| Employer contribution / active EE | $2,530 | $3,314-23.7% | $5,167-51.0% | $2,565-1.4% |
| Participant deferral / active EE | $589 | $3,423-82.8% | $5,568-89.4% | $3,952-85.1% |
| Admin fee / account holder | $241 | $7,213-96.7% | $16,237-98.5% | $6,260-96.2% |