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 | $3,508 | $190,805-98.2% | $159,960-97.8% | $134,475-97.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -13.80% | 552.23%-566.0pp | 408.60%-422.4pp | 417.96%-431.8pp |
| Employer contribution / active EE | $811 | $4,995-83.8% | $4,226-80.8% | $4,740-82.9% |
| Participant deferral / active EE | $1,325 | $6,923-80.9% | $6,182-78.6% | $6,400-79.3% |
| Admin fee / account holder | $161 | $10,471-98.5% | $8,698-98.1% | $11,426-98.6% |