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 | $6,354 | $77,419-91.8% | $69,455-90.9% | $152,861-95.8% |
| Participation rate | 92.3% | 78.1%+14.2pp | 74.6%+17.7pp | 82.4%+9.9pp |
| Annual return | 10.97% | 39.06%-28.1pp | 28.97%-18.0pp | 345.32%-334.3pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $670 | $4,414-84.8% | $3,535-81.1% | $5,850-88.5% |
| Admin fee / account holder | $162 | $6,207-97.4% | $3,839-95.8% | $11,596-98.6% |