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 | $5,249 | $64,324-91.8% | $118,925-95.6% | $79,858-93.4% |
| Participation rate | 96.2% | 64.9%+31.3pp | 75.4%+20.8pp | 69.6%+26.5pp |
| Annual return | 13.41% | 86.45%-73.0pp | 35.88%-22.5pp | 31.71%-18.3pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $112 | $2,824-96.0% | $4,265-97.4% | $3,740-97.0% |
| Admin fee / account holder | $268 | $4,040-93.4% | $6,581-95.9% | $5,306-94.9% |