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 | $10,174 | $142,405-92.9% | $115,157-91.2% | $152,861-93.3% |
| Participation rate | 94.7% | 82.4%+12.4pp | 75.9%+18.8pp | 82.4%+12.3pp |
| Annual return | 20.78% | 41.48%-20.7pp | 35.60%-14.8pp | 345.32%-324.5pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $3,179-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $131 | $5,164-97.5% | $4,168-96.8% | $5,850-97.8% |
| Admin fee / account holder | $168 | $8,462-98.0% | $7,088-97.6% | $11,596-98.6% |