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 | $2,840 | $84,233-96.6% | $170,442-98.3% | $70,131-96.0% |
| Participation rate | 86.8% | 70.8%+16.0pp | 83.6%+3.2pp | 69.5%+17.3pp |
| Annual return | 28.18% | 23.06%+5.1pp | 205.93%-177.8pp | 73.14%-45.0pp |
| Employer contribution / active EE | $958 | $3,387-71.7% | $5,433-82.4% | $2,342-59.1% |
| Participant deferral / active EE | $424 | $3,086-86.3% | $4,939-91.4% | $3,332-87.3% |
| Admin fee / account holder | $101 | $5,698-98.2% | $13,880-99.3% | $4,645-97.8% |