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 | $6,448 | $232,540-97.2% | $185,117-96.5% | $147,584-95.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 9.75% | 43.03%-33.3pp | 40.50%-30.7pp | 578.55%-568.8pp |
| Employer contribution / active EE | $2,826 | $5,195-45.6% | $4,182-32.4% | $4,876-42.0% |
| Participant deferral / active EE | $621 | $5,834-89.4% | $5,045-87.7% | $5,439-88.6% |
| Admin fee / account holder | $91 | $10,275-99.1% | $8,159-98.9% | $10,885-99.2% |