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 | $2,957 | $105,998-97.2% | $92,233-96.8% | $147,584-98.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 28.73% | 50.05%-21.3pp | 176.28%-147.5pp | 578.55%-549.8pp |
| Employer contribution / active EE | $1,298 | $4,333-70.0% | $3,679-64.7% | $4,876-73.4% |
| Participant deferral / active EE | $837 | $4,478-81.3% | $3,897-78.5% | $5,439-84.6% |
| Admin fee / account holder | $293 | $6,332-95.4% | $5,194-94.4% | $10,885-97.3% |