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 | $15,990 | $126,574-87.4% | $106,213-84.9% | $145,922-89.0% |
| Participation rate | 88.9% | 77.6%+11.3pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 10.62% | 224.79%-214.2pp | 116.14%-105.5pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,111 | $3,730-70.2% | $3,171-65.0% | $4,660-76.2% |
| Participant deferral / active EE | $1,365 | $5,724-76.2% | $5,016-72.8% | $6,688-79.6% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |