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 | $20,867 | $99,957-79.1% | $149,696-86.1% | $73,488-71.6% |
| Participation rate | 70.3% | 75.7%-5.4pp | 82.5%-12.1pp | 70.7%-0.3pp |
| Annual return | 21.01% | 53.87%-32.9pp | 276.60%-255.6pp | 28.51%-7.5pp |
| Employer contribution / active EE | $968 | $3,191-69.7% | $4,644-79.2% | $2,270-57.4% |
| Participant deferral / active EE | $2,411 | $6,073-60.3% | $6,842-64.8% | $3,740-35.5% |
| Admin fee / account holder | $165 | $551-70.1% | $9,309-98.2% | $513-67.9% |