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 | $2,683 | $78,705-96.6% | $117,854-97.7% | $70,131-96.2% |
| Participation rate | 76.5% | 73.2%+3.3pp | 79.7%-3.2pp | 69.5%+6.9pp |
| Annual return | 27.23% | 23.30%+3.9pp | 335.08%-307.9pp | 73.14%-45.9pp |
| Employer contribution / active EE | $1,053 | $2,223-52.7% | $3,786-72.2% | $2,342-55.1% |
| Participant deferral / active EE | $154 | $3,297-95.3% | $4,482-96.6% | $3,332-95.4% |
| Admin fee / account holder | $0 | $5,065-100.0% | $8,020-100.0% | $4,645-100.0% |