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 | $950 | $84,695-98.9% | $73,843-98.7% | $125,391-99.2% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.4%+6.6pp | 83.2%-3.2pp |
| Annual return | -3.27% | 3123.53%-3126.8pp | 2267.84%-2271.1pp | 282.22%-285.5pp |
| Employer contribution / active EE | $127 | $3,123-95.9% | $2,787-95.5% | $4,866-97.4% |
| Participant deferral / active EE | $254 | $3,992-93.7% | $3,583-92.9% | $5,352-95.3% |
| Admin fee / account holder | $112 | $5,691-98.0% | $4,880-97.7% | $9,540-98.8% |