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 | $2,693 | $103,376-97.4% | $87,100-96.9% | $152,861-98.2% |
| Participation rate | 95.2% | 79.3%+15.9pp | 76.9%+18.4pp | 82.4%+12.8pp |
| Annual return | 31.18% | 28.10%+3.1pp | 28.19%+3.0pp | 345.32%-314.1pp |
| Employer contribution / active EE | $803 | $3,220-75.1% | $2,521-68.1% | $4,762-83.1% |
| Participant deferral / active EE | $1,070 | $4,778-77.6% | $4,049-73.6% | $5,850-81.7% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |