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 | $11,484 | $176,662-93.5% | $130,648-91.2% | $152,861-92.5% |
| Participation rate | 75.0% | 79.0%-4.0pp | 71.7%+3.3pp | 82.4%-7.4pp |
| Annual return | 20.32% | 2692.24%-2671.9pp | 1708.96%-1688.6pp | 345.32%-325.0pp |
| Employer contribution / active EE | $779 | $5,742-86.4% | $4,092-81.0% | $4,762-83.6% |
| Participant deferral / active EE | $0 | $4,361-100.0% | $3,603-100.0% | $5,850-100.0% |
| Admin fee / account holder | $47 | $7,133-99.3% | $5,464-99.1% | $11,596-99.6% |