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 | $5,209 | $101,069-94.8% | $81,478-93.6% | $147,584-96.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 11.70% | 32.40%-20.7pp | 38.78%-27.1pp | 578.55%-566.8pp |
| Employer contribution / active EE | $1,181 | $3,205-63.1% | $2,568-54.0% | $4,876-75.8% |
| Participant deferral / active EE | $371 | $4,242-91.3% | $3,537-89.5% | $5,439-93.2% |
| Admin fee / account holder | $212 | $5,812-96.3% | $4,561-95.3% | $10,885-98.1% |