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 | $63,703-92.7% | $93,063-95.0% | $82,448-94.3% |
| Participation rate | 77.8% | 63.8%+13.9pp | 72.1%+5.7pp | 68.1%+9.7pp |
| Annual return | 15.69% | -775.43%+791.1pp | 34.15%-18.5pp | 41.64%-25.9pp |
| Employer contribution / active EE | $697 | $1,729-59.7% | $2,476-71.9% | $2,551-72.7% |
| Participant deferral / active EE | $236 | $2,919-91.9% | $3,958-94.0% | $4,139-94.3% |
| Admin fee / account holder | $145 | $5,982-97.6% | $6,033-97.6% | $7,234-98.0% |