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 | $18,977 | $99,032-80.8% | $80,019-76.3% | $135,375-86.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 2.36% | 15.39%-13.0pp | 11.22%-8.9pp | 519.73%-517.4pp |
| Employer contribution / active EE | $506 | $3,043-83.4% | $2,468-79.5% | $4,779-89.4% |
| Participant deferral / active EE | $1,012 | $4,282-76.4% | $3,686-72.5% | $5,609-82.0% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |