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 | $1,790 | $63,346-97.2% | $92,233-98.1% | $70,131-97.4% |
| Participation rate | 95.2% | 68.7%+26.6pp | 76.5%+18.8pp | 69.5%+25.7pp |
| Annual return | 17.12% | 530.12%-513.0pp | 176.28%-159.2pp | 73.14%-56.0pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,053 | $2,854-63.1% | $3,897-73.0% | $3,332-68.4% |
| Admin fee / account holder | $94 | $3,840-97.6% | $5,194-98.2% | $4,645-98.0% |