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 | $15,781 | $105,859-85.1% | $90,160-82.5% | $147,584-89.3% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.5pp | 82.8%+0.5pp |
| Annual return | 16.76% | 37.63%-20.9pp | 34.88%-18.1pp | 578.55%-561.8pp |
| Employer contribution / active EE | $552 | $4,126-86.6% | $3,318-83.4% | $4,876-88.7% |
| Participant deferral / active EE | $1,102 | $5,733-80.8% | $5,288-79.2% | $5,439-79.7% |
| Admin fee / account holder | $3 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |