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 | $18,190 | $131,829-86.2% | $108,579-83.2% | $273,961-93.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.63% | -91.57%+102.2pp | -51.70%+62.3pp | 41.45%-30.8pp |
| Employer contribution / active EE | $1,073 | $4,912-78.2% | $3,758-71.4% | $4,869-78.0% |
| Participant deferral / active EE | $948 | $5,127-81.5% | $4,311-78.0% | $5,287-82.1% |
| Admin fee / account holder | $102 | $10,252-99.0% | $7,645-98.7% | $10,132-99.0% |