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 | $7,992 | $106,890-92.5% | $84,015-90.5% | $152,861-94.8% |
| Participation rate | 84.2% | 75.2%+9.0pp | 69.0%+15.2pp | 82.4%+1.8pp |
| Annual return | 12.68% | 104.99%-92.3pp | 71.31%-58.6pp | 345.32%-332.6pp |
| Employer contribution / active EE | $1,546 | $2,734-43.5% | $1,983-22.1% | $4,762-67.5% |
| Participant deferral / active EE | $0 | $4,011-100.0% | $3,239-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |