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 | $7,606 | $115,770-93.4% | $101,248-92.5% | $158,922-95.2% |
| Participation rate | 95.8% | 79.4%+16.5pp | 75.8%+20.0pp | 82.0%+13.9pp |
| Annual return | 18.95% | 56.14%-37.2pp | 46.47%-27.5pp | 302.83%-283.9pp |
| Employer contribution / active EE | $2,083 | $4,175-50.1% | $3,660-43.1% | $4,761-56.2% |
| Participant deferral / active EE | $0 | $4,957-100.0% | $4,370-100.0% | $5,982-100.0% |
| Admin fee / account holder | $202 | $7,245-97.2% | $5,945-96.6% | $11,246-98.2% |