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 | $5,954 | $82,032-92.7% | $123,104-95.2% | $59,632-90.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 2.64% | 5.12%-2.5pp | 13.22%-10.6pp | 2041.28%-2038.6pp |
| Employer contribution / active EE | $1,383 | $3,297-58.0% | $5,151-73.1% | $2,203-37.2% |
| Participant deferral / active EE | $2,060 | $4,667-55.9% | $6,230-66.9% | $3,192-35.5% |
| Admin fee / account holder | $204 | $5,881-96.5% | $9,015-97.7% | $4,297-95.2% |