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 | $5,683 | $190,805-97.0% | $159,960-96.4% | $134,475-95.8% |
| Participation rate | 81.8% | 81.9%-0.1pp | 78.0%+3.9pp | 81.2%+0.6pp |
| Annual return | -18.28% | 552.23%-570.5pp | 408.60%-426.9pp | 417.96%-436.2pp |
| Employer contribution / active EE | $698 | $4,995-86.0% | $4,226-83.5% | $4,740-85.3% |
| Participant deferral / active EE | $937 | $6,923-86.5% | $6,182-84.8% | $6,400-85.4% |
| Admin fee / account holder | $187 | $10,471-98.2% | $8,698-97.9% | $11,426-98.4% |