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 | $11,719 | $99,079-88.2% | $77,999-85.0% | $273,961-95.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 2.30% | 217.93%-215.6pp | 425.96%-423.7pp | 41.45%-39.2pp |
| Employer contribution / active EE | $1,468 | $3,308-55.6% | $2,470-40.6% | $4,869-69.9% |
| Participant deferral / active EE | $228 | $4,306-94.7% | $3,497-93.5% | $5,287-95.7% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |