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 | $4,588 | $58,851-92.2% | $115,157-96.0% | $72,985-93.7% |
| Participation rate | 98.2% | 65.5%+32.7pp | 75.9%+22.3pp | 69.5%+28.7pp |
| Annual return | 21.38% | 23.16%-1.8pp | 35.60%-14.2pp | 81.00%-59.6pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $64 | $2,643-97.6% | $4,168-98.5% | $3,607-98.2% |
| Admin fee / account holder | $154 | $6,370-97.6% | $7,088-97.8% | $5,124-97.0% |