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 | $1,687 | $58,512-97.1% | $84,015-98.0% | $72,985-97.7% |
| Participation rate | 70.6% | 61.2%+9.4pp | 69.0%+1.6pp | 69.5%+1.1pp |
| Annual return | 30.64% | 28.93%+1.7pp | 71.31%-40.7pp | 81.00%-50.4pp |
| Employer contribution / active EE | $237 | $1,163-79.6% | $1,983-88.0% | $2,440-90.3% |
| Participant deferral / active EE | $841 | $2,394-64.8% | $3,239-74.0% | $3,607-76.7% |
| Admin fee / account holder | $57 | $4,569-98.8% | $6,101-99.1% | $5,124-98.9% |