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 | $13,156 | $157,256-91.6% | $141,162-90.7% | $152,861-91.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 72.80% | 64.32%+8.5pp | 71.39%+1.4pp | 345.32%-272.5pp |
| Employer contribution / active EE | $1,674 | $5,261-68.2% | $4,735-64.6% | $4,762-64.9% |
| Participant deferral / active EE | $1,680 | $7,109-76.4% | $6,709-75.0% | $5,850-71.3% |
| Admin fee / account holder | $8 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |