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 | $14,888 | $72,277-79.4% | $101,248-85.3% | $79,858-81.4% |
| Participation rate | 92.7% | 68.5%+24.2pp | 75.8%+16.9pp | 69.6%+23.1pp |
| Annual return | 13.88% | 22.30%-8.4pp | 46.47%-32.6pp | 31.71%-17.8pp |
| Employer contribution / active EE | $2,540 | $2,692-5.6% | $3,660-30.6% | $2,471+2.8% |
| Participant deferral / active EE | $201 | $3,282-93.9% | $4,370-95.4% | $3,740-94.6% |
| Admin fee / account holder | $10 | $4,400-99.8% | $5,945-99.8% | $5,306-99.8% |