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 | $11,950 | $54,541-78.1% | $78,778-84.8% | $70,131-83.0% |
| Participation rate | 96.0% | 60.8%+35.2pp | 69.2%+26.8pp | 69.5%+26.5pp |
| Annual return | 18.16% | 21.07%-2.9pp | 35.62%-17.5pp | 73.14%-55.0pp |
| Employer contribution / active EE | $493 | $1,089-54.8% | $1,986-75.2% | $2,342-79.0% |
| Participant deferral / active EE | $631 | $2,210-71.4% | $2,958-78.7% | $3,332-81.1% |
| Admin fee / account holder | $45 | $3,709-98.8% | $5,134-99.1% | $4,645-99.0% |