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 | $4,350 | $73,933-94.1% | $96,683-95.5% | $75,163-94.2% |
| Participation rate | 74.1% | 66.4%+7.7pp | 74.3%-0.3pp | 67.2%+6.9pp |
| Annual return | 19.32% | 26.70%-7.4pp | 35.69%-16.4pp | 160.62%-141.3pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $676 | $3,659-81.5% | $4,878-86.1% | $4,125-83.6% |
| Admin fee / account holder | $124 | $5,216-97.6% | $6,730-98.2% | $5,651-97.8% |