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 | $20,756 | $127,777-83.8% | $106,548-80.5% | $167,490-87.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 20.20% | 33.87%-13.7pp | 26.80%-6.6pp | 478.56%-458.4pp |
| Employer contribution / active EE | $7,193 | $3,427+109.9% | $2,819+155.2% | $4,837+48.7% |
| Participant deferral / active EE | $0 | $5,087-100.0% | $4,398-100.0% | $6,341-100.0% |
| Admin fee / account holder | $140 | $11,228-98.8% | $7,407-98.1% | $12,309-98.9% |