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 | $1,863 | $211,958-99.1% | $169,463-98.9% | $135,375-98.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 0.45% | 3.26%-2.8pp | 1.83%-1.4pp | 519.73%-519.3pp |
| Employer contribution / active EE | $413 | $5,120-91.9% | $4,159-90.1% | $4,779-91.4% |
| Participant deferral / active EE | $413 | $6,075-93.2% | $5,277-92.2% | $5,609-92.6% |
| Admin fee / account holder | $51 | $11,471-99.6% | $9,109-99.4% | $10,827-99.5% |