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 | $7,917 | $102,616-92.3% | $81,983-90.3% | $158,922-95.0% |
| Participation rate | 95.2% | 75.5%+19.7pp | 69.2%+26.0pp | 82.0%+13.3pp |
| Annual return | 9.66% | 61.04%-51.4pp | 41.31%-31.6pp | 302.83%-293.2pp |
| Employer contribution / active EE | $968 | $3,240-70.1% | $2,498-61.3% | $4,761-79.7% |
| Participant deferral / active EE | $309 | $4,648-93.4% | $3,722-91.7% | $5,982-94.8% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |