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 | $5,085 | $85,202-94.0% | $172,739-97.1% | $72,985-93.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.60% | 27.32%-10.7pp | 802.84%-786.2pp | 81.00%-64.4pp |
| Employer contribution / active EE | $466 | $3,324-86.0% | $5,143-90.9% | $2,440-80.9% |
| Participant deferral / active EE | $355 | $3,260-89.1% | $5,198-93.2% | $3,607-90.2% |
| Admin fee / account holder | $295 | $5,884-95.0% | $13,954-97.9% | $5,124-94.2% |