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 | $4,062 | $56,054-92.8% | $171,082-97.6% | $62,891-93.5% |
| Participation rate | 89.5% | 62.9%+26.7pp | 76.7%+12.8pp | 69.3%+20.2pp |
| Annual return | 6.37% | 22.52%-16.2pp | 32.56%-26.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $581 | $1,731-66.4% | $4,002-85.5% | $2,281-74.5% |
| Participant deferral / active EE | $335 | $3,158-89.4% | $4,797-93.0% | $3,203-89.5% |
| Admin fee / account holder | $253 | $3,647-93.1% | $8,520-97.0% | $4,296-94.1% |