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 5-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 | $10,691 | $108,919-90.2% | $100,391-89.4% | $145,922-92.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 19.61% | 57.88%-38.3pp | 49.20%-29.6pp | 561.29%-541.7pp |
| Employer contribution / active EE | $1,011 | $4,419-77.1% | $3,942-74.4% | $4,660-78.3% |
| Participant deferral / active EE | $1,122 | $8,445-86.7% | $8,082-86.1% | $6,688-83.2% |
| Admin fee / account holder | $91 | $9,689-99.1% | $7,899-98.9% | $13,397-99.3% |