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 | $10,810 | $85,766-87.4% | $136,294-92.1% | $70,131-84.6% |
| Participation rate | 80.6% | 74.2%+6.5pp | 81.9%-1.3pp | 69.5%+11.1pp |
| Annual return | 20.94% | 31.45%-10.5pp | 5155.94%-5135.0pp | 73.14%-52.2pp |
| Employer contribution / active EE | $878 | $2,966-70.4% | $4,695-81.3% | $2,342-62.5% |
| Participant deferral / active EE | $1,836 | $5,051-63.6% | $6,247-70.6% | $3,332-44.9% |
| Admin fee / account holder | $168 | $5,420-96.9% | $9,243-98.2% | $4,645-96.4% |