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 | $4,944 | $48,795-89.9% | $65,493-92.5% | $84,808-94.2% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 11.95% | 20.20%-8.2pp | 982.45%-970.5pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,486 | $1,930-23.0% | $2,574-42.3% | $2,631-43.5% |
| Participant deferral / active EE | $177 | $2,928-94.0% | $3,961-95.5% | $4,212-95.8% |
| Admin fee / account holder | $188 | $3,877-95.1% | $5,028-96.3% | $7,344-97.4% |