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 | $8,487 | $63,861-86.7% | $104,607-91.9% | $79,858-89.4% |
| Participation rate | 93.5% | 64.9%+28.6pp | 74.1%+19.5pp | 69.6%+23.9pp |
| Annual return | 12.30% | 21.30%-9.0pp | 340.46%-328.2pp | 31.71%-19.4pp |
| Employer contribution / active EE | $806 | $1,588-49.2% | $2,681-69.9% | $2,471-67.4% |
| Participant deferral / active EE | $644 | $2,693-76.1% | $3,740-82.8% | $3,740-82.8% |
| Admin fee / account holder | $246 | $4,185-94.1% | $6,473-96.2% | $5,306-95.4% |