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 | $16,241 | $160,055-89.9% | $140,016-88.4% | $135,375-88.0% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -7.44% | 911.38%-918.8pp | 651.12%-658.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,490 | $6,420-76.8% | $5,606-73.4% | $4,779-68.8% |
| Participant deferral / active EE | $1,490 | $7,642-80.5% | $6,927-78.5% | $5,609-73.4% |
| Admin fee / account holder | $178 | $13,328-98.7% | $10,705-98.3% | $10,827-98.4% |