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 9-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 | $4,790 | $106,890-95.5% | $84,015-94.3% | $152,861-96.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 26.63% | 104.99%-78.4pp | 71.31%-44.7pp | 345.32%-318.7pp |
| Employer contribution / active EE | $464 | $2,734-83.0% | $1,983-76.6% | $4,762-90.3% |
| Participant deferral / active EE | $965 | $4,011-75.9% | $3,239-70.2% | $5,850-83.5% |
| Admin fee / account holder | $229 | $8,285-97.2% | $6,101-96.2% | $11,596-98.0% |