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 | $7,688 | $100,754-92.4% | $86,677-91.1% | $134,475-94.3% |
| Participation rate | 84.6% | 78.9%+5.7pp | 76.6%+8.0pp | 81.2%+3.4pp |
| Annual return | -16.25% | 29.04%-45.3pp | 35.91%-52.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $973 | $3,489-72.1% | $2,836-65.7% | $4,740-79.5% |
| Participant deferral / active EE | $1,390 | $5,338-74.0% | $4,656-70.1% | $6,400-78.3% |
| Admin fee / account holder | $69 | $10,926-99.4% | $7,493-99.1% | $11,426-99.4% |