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 | $5,432 | $101,069-94.6% | $81,478-93.3% | $147,584-96.3% |
| Participation rate | 80.0% | 74.5%+5.5pp | 68.0%+12.0pp | 82.8%-2.8pp |
| Annual return | 14.80% | 32.40%-17.6pp | 38.78%-24.0pp | 578.55%-563.8pp |
| Employer contribution / active EE | $190 | $3,205-94.1% | $2,568-92.6% | $4,876-96.1% |
| Participant deferral / active EE | $338 | $4,242-92.0% | $3,537-90.4% | $5,439-93.8% |
| Admin fee / account holder | $72 | $5,812-98.8% | $4,561-98.4% | $10,885-99.3% |