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 | $24,607 | $152,587-83.9% | $125,175-80.3% | $152,861-83.9% |
| Participation rate | 94.1% | 83.3%+10.8pp | 79.8%+14.3pp | 82.4%+11.7pp |
| Annual return | 23.09% | 54.84%-31.7pp | 43.79%-20.7pp | 345.32%-322.2pp |
| Employer contribution / active EE | $1,996 | $4,946-59.6% | $3,865-48.4% | $4,762-58.1% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,850-100.0% |
| Admin fee / account holder | $295 | $13,434-97.8% | $9,702-97.0% | $11,596-97.5% |