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 | $20,457 | $160,055-87.2% | $140,016-85.4% | $135,375-84.9% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.5%-5.7pp | 82.6%-0.8pp |
| Annual return | -2.11% | 911.38%-913.5pp | 651.12%-653.2pp | 519.73%-521.8pp |
| Employer contribution / active EE | $1,995 | $6,420-68.9% | $5,606-64.4% | $4,779-58.2% |
| Participant deferral / active EE | $2,076 | $7,642-72.8% | $6,927-70.0% | $5,609-63.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |