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 | $5,009 | $95,971-94.8% | $74,550-93.3% | $135,375-96.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.52% | 56.96%-61.5pp | 32.53%-37.0pp | 519.73%-524.3pp |
| Employer contribution / active EE | $607 | $2,716-77.7% | $1,961-69.0% | $4,779-87.3% |
| Participant deferral / active EE | $607 | $3,843-84.2% | $3,108-80.5% | $5,609-89.2% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |