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 | $2,363 | $232,540-99.0% | $185,117-98.7% | $147,584-98.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 26.78% | 43.03%-16.3pp | 40.50%-13.7pp | 578.55%-551.8pp |
| Employer contribution / active EE | $772 | $5,195-85.1% | $4,182-81.5% | $4,876-84.2% |
| Participant deferral / active EE | $772 | $5,834-86.8% | $5,045-84.7% | $5,439-85.8% |
| Admin fee / account holder | $10 | $10,275-99.9% | $8,159-99.9% | $10,885-99.9% |