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 | $2,183 | $104,251-97.9% | $91,001-97.6% | $147,584-98.5% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.6%+4.4pp | 82.8%-2.8pp |
| Annual return | 9.25% | 27.06%-17.8pp | 4.60%+4.7pp | 578.55%-569.3pp |
| Employer contribution / active EE | $1,431 | $3,116-54.1% | $2,456-41.7% | $4,876-70.6% |
| Participant deferral / active EE | $503 | $4,195-88.0% | $3,547-85.8% | $5,439-90.8% |
| Admin fee / account holder | $3 | $8,948-100.0% | $5,417-99.9% | $10,885-100.0% |