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 | $3,192 | $77,419-95.9% | $69,455-95.4% | $152,861-97.9% |
| Participation rate | 94.7% | 78.1%+16.6pp | 74.6%+20.1pp | 82.4%+12.3pp |
| Annual return | 17.34% | 39.06%-21.7pp | 28.97%-11.6pp | 345.32%-328.0pp |
| Employer contribution / active EE | $1,186 | $3,315-64.2% | $2,779-57.3% | $4,762-75.1% |
| Participant deferral / active EE | $789 | $4,414-82.1% | $3,535-77.7% | $5,850-86.5% |
| Admin fee / account holder | $83 | $6,207-98.7% | $3,839-97.8% | $11,596-99.3% |