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 | $4,666 | $76,000-93.9% | $154,107-97.0% | $64,186-92.7% |
| Participation rate | 96.9% | 70.4%+26.5pp | 83.0%+13.8pp | 69.6%+27.3pp |
| Annual return | -4.65% | 30.32%-35.0pp | 735.12%-739.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $625 | $3,351-81.3% | $5,298-88.2% | $2,381-73.7% |
| Participant deferral / active EE | $291 | $3,175-90.8% | $5,081-94.3% | $3,470-91.6% |
| Admin fee / account holder | $171 | $5,596-96.9% | $13,411-98.7% | $4,888-96.5% |