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 | $2,372 | $43,723-94.6% | $121,196-98.0% | $64,186-96.3% |
| Participation rate | 74.4% | 58.3%+16.0pp | 71.7%+2.6pp | 69.6%+4.8pp |
| Annual return | 14.01% | 68.91%-54.9pp | 16.93%-2.9pp | 7.63%+6.4pp |
| Employer contribution / active EE | $253 | $1,296-80.5% | $4,022-93.7% | $2,381-89.4% |
| Participant deferral / active EE | $666 | $2,280-70.8% | $3,344-80.1% | $3,470-80.8% |
| Admin fee / account holder | $278 | $3,501-92.1% | $5,019-94.5% | $4,888-94.3% |