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 | $9,957 | $98,240-89.9% | $82,313-87.9% | $147,584-93.3% |
| Participation rate | 92.9% | 79.7%+13.1pp | 76.9%+16.0pp | 82.8%+10.0pp |
| Annual return | 18.81% | 30.85%-12.0pp | 25.88%-7.1pp | 578.55%-559.7pp |
| Employer contribution / active EE | $696 | $3,192-78.2% | $2,428-71.4% | $4,876-85.7% |
| Participant deferral / active EE | $821 | $4,383-81.3% | $3,706-77.8% | $5,439-84.9% |
| Admin fee / account holder | $97 | $8,563-98.9% | $5,608-98.3% | $10,885-99.1% |