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 | $3,632 | $109,817-96.7% | $98,442-96.3% | $167,490-97.8% |
| Participation rate | 85.7% | 75.8%+9.9pp | 73.3%+12.4pp | 82.1%+3.6pp |
| Annual return | 21.27% | 1956.69%-1935.4pp | 1492.73%-1471.5pp | 478.56%-457.3pp |
| Employer contribution / active EE | $452 | $3,224-86.0% | $2,960-84.7% | $4,837-90.6% |
| Participant deferral / active EE | $452 | $4,673-90.3% | $4,276-89.4% | $6,341-92.9% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |