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 | $6,913 | $81,248-91.5% | $155,509-95.6% | $80,856-91.5% |
| Participation rate | 90.7% | 66.2%+24.5pp | 78.2%+12.6pp | 67.6%+23.1pp |
| Annual return | 15.12% | 33.31%-18.2pp | 64.67%-49.5pp | 35.59%-20.5pp |
| Employer contribution / active EE | $381 | $3,100-87.7% | $4,672-91.9% | $2,755-86.2% |
| Participant deferral / active EE | $789 | $3,452-77.1% | $5,626-86.0% | $4,296-81.6% |
| Admin fee / account holder | $191 | $7,997-97.6% | $15,912-98.8% | $6,918-97.2% |