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 | $5,289 | $99,079-94.7% | $77,999-93.2% | $273,961-98.1% |
| Participation rate | 76.5% | 78.6%-2.1pp | 75.5%+0.9pp | 83.0%-6.5pp |
| Annual return | 13.19% | 217.93%-204.7pp | 425.96%-412.8pp | 41.45%-28.3pp |
| Employer contribution / active EE | $422 | $3,308-87.2% | $2,470-82.9% | $4,869-91.3% |
| Participant deferral / active EE | $646 | $4,306-85.0% | $3,497-81.5% | $5,287-87.8% |
| Admin fee / account holder | $263 | $8,954-97.1% | $5,480-95.2% | $10,132-97.4% |