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 | $15,990 | $98,750-83.8% | $149,696-89.3% | $79,858-80.0% |
| Participation rate | 88.5% | 75.8%+12.7pp | 82.5%+6.0pp | 69.6%+18.8pp |
| Annual return | 19.22% | 27.43%-8.2pp | 276.60%-257.4pp | 31.71%-12.5pp |
| Employer contribution / active EE | $828 | $3,216-74.3% | $4,644-82.2% | $2,471-66.5% |
| Participant deferral / active EE | $1,870 | $5,680-67.1% | $6,842-72.7% | $3,740-50.0% |
| Admin fee / account holder | $106 | $6,053-98.2% | $9,309-98.9% | $5,306-98.0% |