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 | $1,172 | $40,256-97.1% | $57,343-98.0% | $59,632-98.0% |
| Participation rate | 73.1% | 69.2%+3.9pp | 75.1%-2.0pp | 68.7%+4.4pp |
| Annual return | 0.00% | 27.49%-27.5pp | 24.39%-24.4pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $434 | $1,922-77.4% | $2,689-83.9% | $2,203-80.3% |
| Participant deferral / active EE | $434 | $2,399-81.9% | $3,162-86.3% | $3,192-86.4% |
| Admin fee / account holder | $12 | $2,818-99.6% | $3,356-99.6% | $4,297-99.7% |