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 | $15,948 | $96,965-83.6% | $97,995-83.7% | $147,584-89.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 17.14% | 24.11%-7.0pp | 23.94%-6.8pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,274 | $4,536-71.9% | $4,158-69.4% | $4,876-73.9% |
| Participant deferral / active EE | $1,274 | $5,081-74.9% | $5,097-75.0% | $5,439-76.6% |
| Admin fee / account holder | $0 | $8,120-100.0% | $5,943-100.0% | $10,885-100.0% |