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 | $3,730 | $81,208-95.4% | $98,907-96.2% | $79,858-95.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 15.31% | 60.99%-45.7pp | 196.43%-181.1pp | 31.71%-16.4pp |
| Employer contribution / active EE | $479 | $1,960-75.5% | $2,689-82.2% | $2,471-80.6% |
| Participant deferral / active EE | $503 | $3,265-84.6% | $4,244-88.1% | $3,740-86.5% |
| Admin fee / account holder | $186 | $6,013-96.9% | $6,642-97.2% | $5,306-96.5% |