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 | $11,159 | $65,409-82.9% | $98,442-88.7% | $85,850-87.0% |
| Participation rate | 95.8% | 65.0%+30.8pp | 73.3%+22.5pp | 69.3%+26.5pp |
| Annual return | 15.73% | 21.76%-6.0pp | 1492.73%-1477.0pp | 318.53%-302.8pp |
| Employer contribution / active EE | $367 | $2,168-83.1% | $2,960-87.6% | $2,565-85.7% |
| Participant deferral / active EE | $676 | $3,166-78.7% | $4,276-84.2% | $3,952-82.9% |
| Admin fee / account holder | $234 | $4,593-94.9% | $5,949-96.1% | $6,260-96.3% |