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 | $25,885 | $162,781-84.1% | $133,956-80.7% | $158,922-83.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.93% | 41.94%-31.0pp | 45.09%-34.2pp | 302.83%-291.9pp |
| Employer contribution / active EE | $2,484 | $4,975-50.1% | $3,919-36.6% | $4,761-47.8% |
| Participant deferral / active EE | $1,040 | $5,911-82.4% | $5,048-79.4% | $5,982-82.6% |
| Admin fee / account holder | $248 | $11,736-97.9% | $8,927-97.2% | $11,246-97.8% |