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 9-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 | $5,991 | $112,881-94.7% | $90,951-93.4% | $158,922-96.2% |
| Participation rate | 88.9% | 74.7%+14.2pp | 69.0%+19.9pp | 82.0%+6.9pp |
| Annual return | 23.29% | 215.79%-192.5pp | 134.60%-111.3pp | 302.83%-279.5pp |
| Employer contribution / active EE | $472 | $2,893-83.7% | $2,122-77.8% | $4,761-90.1% |
| Participant deferral / active EE | $910 | $4,128-78.0% | $3,373-73.0% | $5,982-84.8% |
| Admin fee / account holder | $23 | $8,041-99.7% | $5,959-99.6% | $11,246-99.8% |