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 | $16,197 | $105,998-84.7% | $92,233-82.4% | $147,584-89.0% |
| Participation rate | 87.0% | 80.4%+6.5pp | 76.5%+10.5pp | 82.8%+4.1pp |
| Annual return | 12.58% | 50.05%-37.5pp | 176.28%-163.7pp | 578.55%-566.0pp |
| Employer contribution / active EE | $1,021 | $4,333-76.4% | $3,679-72.2% | $4,876-79.1% |
| Participant deferral / active EE | $450 | $4,478-90.0% | $3,897-88.5% | $5,439-91.7% |
| Admin fee / account holder | $113 | $6,332-98.2% | $5,194-97.8% | $10,885-99.0% |