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 | $6,357 | $232,540-97.3% | $185,117-96.6% | $147,584-95.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 13.07% | 43.03%-30.0pp | 40.50%-27.4pp | 578.55%-565.5pp |
| Employer contribution / active EE | $1,026 | $5,195-80.2% | $4,182-75.5% | $4,876-79.0% |
| Participant deferral / active EE | $740 | $5,834-87.3% | $5,045-85.3% | $5,439-86.4% |
| Admin fee / account holder | $39 | $10,275-99.6% | $8,159-99.5% | $10,885-99.6% |