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 | $21,914 | $160,055-86.3% | $140,016-84.3% | $135,375-83.8% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -6.16% | 911.38%-917.5pp | 651.12%-657.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $3,013 | $6,420-53.1% | $5,606-46.2% | $4,779-36.9% |
| Participant deferral / active EE | $1,551 | $7,642-79.7% | $6,927-77.6% | $5,609-72.3% |
| Admin fee / account holder | $27 | $13,328-99.8% | $10,705-99.7% | $10,827-99.8% |