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 | $4,360 | $135,952-96.8% | $123,892-96.5% | $273,961-98.4% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 65.72% | 56.63%+9.1pp | 47.52%+18.2pp | 41.45%+24.3pp |
| Employer contribution / active EE | $1,101 | $5,170-78.7% | $4,617-76.1% | $4,869-77.4% |
| Participant deferral / active EE | $1,552 | $6,343-75.5% | $5,984-74.1% | $5,287-70.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |