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 | $4,682 | $64,839-92.8% | $95,585-95.1% | $84,808-94.5% |
| Participation rate | 77.8% | 63.8%+14.0pp | 72.1%+5.7pp | 68.3%+9.5pp |
| Annual return | 15.69% | -670.96%+686.7pp | 38.56%-22.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $697 | $1,759-60.4% | $2,527-72.4% | $2,631-73.5% |
| Participant deferral / active EE | $236 | $2,965-92.0% | $4,023-94.1% | $4,212-94.4% |
| Admin fee / account holder | $145 | $5,964-97.6% | $6,127-97.6% | $7,344-98.0% |