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 | $6,217 | $92,222-93.3% | $76,768-91.9% | $135,375-95.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 12.00% | 5.46%+6.5pp | 2.43%+9.6pp | 519.73%-507.7pp |
| Employer contribution / active EE | $4,029 | $3,216+25.3% | $2,485+62.1% | $4,779-15.7% |
| Participant deferral / active EE | $606 | $4,509-86.5% | $3,852-84.3% | $5,609-89.2% |
| Admin fee / account holder | $260 | $10,748-97.6% | $6,675-96.1% | $10,827-97.6% |