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 | $1,960 | $48,570-96.0% | $130,648-98.5% | $72,985-97.3% |
| Participation rate | 95.5% | 58.6%+36.9pp | 71.7%+23.7pp | 69.5%+26.0pp |
| Annual return | 19.63% | 38.63%-19.0pp | 1708.96%-1689.3pp | 81.00%-61.4pp |
| Employer contribution / active EE | $535 | $1,334-59.9% | $4,092-86.9% | $2,440-78.1% |
| Participant deferral / active EE | $310 | $2,384-87.0% | $3,603-91.4% | $3,607-91.4% |
| Admin fee / account holder | $225 | $3,549-93.7% | $5,464-95.9% | $5,124-95.6% |