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 | $12,273 | $124,281-90.1% | $109,143-88.8% | $167,490-92.7% |
| Participation rate | 91.3% | 79.4%+11.9pp | 75.9%+15.4pp | 82.1%+9.2pp |
| Annual return | 33.31% | 26.04%+7.3pp | 25.75%+7.6pp | 478.56%-445.3pp |
| Employer contribution / active EE | $2,609 | $4,207-38.0% | $3,722-29.9% | $4,837-46.1% |
| Participant deferral / active EE | $0 | $5,255-100.0% | $4,653-100.0% | $6,341-100.0% |
| Admin fee / account holder | $31 | $7,970-99.6% | $6,752-99.5% | $12,309-99.7% |