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 | $8,474 | $112,881-92.5% | $90,951-90.7% | $158,922-94.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 7.39% | 215.79%-208.4pp | 134.60%-127.2pp | 302.83%-295.4pp |
| Employer contribution / active EE | $550 | $2,893-81.0% | $2,122-74.1% | $4,761-88.4% |
| Participant deferral / active EE | $550 | $4,128-86.7% | $3,373-83.7% | $5,982-90.8% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |