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 | $10,849 | $56,199-80.7% | $67,652-84.0% | $59,632-81.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 0.67% | 18505.31%-18504.6pp | 6625.04%-6624.4pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $635 | $1,614-60.7% | $2,266-72.0% | $2,203-71.2% |
| Participant deferral / active EE | $610 | $2,844-78.6% | $3,560-82.9% | $3,192-80.9% |
| Admin fee / account holder | $214 | $3,958-94.6% | $4,821-95.6% | $4,297-95.0% |