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 | $18,639 | $157,256-88.1% | $141,162-86.8% | $152,861-87.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.71% | 64.32%-43.6pp | 71.39%-50.7pp | 345.32%-324.6pp |
| Employer contribution / active EE | $1,388 | $5,261-73.6% | $4,735-70.7% | $4,762-70.8% |
| Participant deferral / active EE | $1,483 | $7,109-79.1% | $6,709-77.9% | $5,850-74.7% |
| Admin fee / account holder | $36 | $12,120-99.7% | $10,261-99.7% | $11,596-99.7% |