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 | $11,088 | $97,757-88.7% | $83,848-86.8% | $135,375-91.8% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | 1.40% | 1287.37%-1286.0pp | 850.88%-849.5pp | 519.73%-518.3pp |
| Employer contribution / active EE | $1,500 | $4,222-64.5% | $3,631-58.7% | $4,779-68.6% |
| Participant deferral / active EE | $466 | $4,682-90.0% | $4,082-88.6% | $5,609-91.7% |
| Admin fee / account holder | $156 | $6,674-97.7% | $5,478-97.2% | $10,827-98.6% |