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 | $26,539 | $180,449-85.3% | $154,107-82.8% | $135,375-80.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.62% | 888.09%-895.7pp | 735.12%-742.7pp | 519.73%-527.4pp |
| Employer contribution / active EE | $3,434 | $6,035-43.1% | $5,298-35.2% | $4,779-28.1% |
| Participant deferral / active EE | $1,156 | $5,806-80.1% | $5,081-77.2% | $5,609-79.4% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |