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 | $3,185 | $69,518-95.4% | $59,878-94.7% | $135,375-97.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -7.99% | 7.94%-15.9pp | 3.46%-11.4pp | 519.73%-527.7pp |
| Employer contribution / active EE | $875 | $3,235-72.9% | $2,722-67.9% | $4,779-81.7% |
| Participant deferral / active EE | $35 | $4,206-99.2% | $3,402-99.0% | $5,609-99.4% |
| Admin fee / account holder | $86 | $5,734-98.5% | $3,590-97.6% | $10,827-99.2% |