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 | $4,062 | $109,327-96.3% | $89,391-95.5% | $158,922-97.4% |
| Participation rate | 94.4% | 74.3%+20.2pp | 68.0%+26.5pp | 82.0%+12.5pp |
| Annual return | 18.61% | 345.68%-327.1pp | 245.62%-227.0pp | 302.83%-284.2pp |
| Employer contribution / active EE | $288 | $3,170-90.9% | $2,586-88.9% | $4,761-94.0% |
| Participant deferral / active EE | $552 | $4,598-88.0% | $3,890-85.8% | $5,982-90.8% |
| Admin fee / account holder | $160 | $6,153-97.4% | $4,881-96.7% | $11,246-98.6% |