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 | $16,872 | $137,414-87.7% | $189,513-91.1% | $85,850-80.3% |
| Participation rate | 78.8% | 84.6%-5.8pp | 87.8%-9.0pp | 69.3%+9.5pp |
| Annual return | 20.20% | 38.14%-17.9pp | 555.15%-535.0pp | 318.53%-298.3pp |
| Employer contribution / active EE | $1,753 | $4,344-59.6% | $6,162-71.5% | $2,565-31.7% |
| Participant deferral / active EE | $1,749 | $6,260-72.1% | $8,221-78.7% | $3,952-55.7% |
| Admin fee / account holder | $200 | $8,630-97.7% | $12,045-98.3% | $6,260-96.8% |