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 | $12,620 | $138,044-90.9% | $125,339-89.9% | $134,475-90.6% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -18.96% | 750.33%-769.3pp | 572.05%-591.0pp | 417.96%-436.9pp |
| Employer contribution / active EE | $971 | $5,243-81.5% | $4,814-79.8% | $4,740-79.5% |
| Participant deferral / active EE | $1,442 | $7,799-81.5% | $7,446-80.6% | $6,400-77.5% |
| Admin fee / account holder | $142 | $11,571-98.8% | $10,010-98.6% | $11,426-98.8% |