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 3-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 | $6,156 | $108,919-94.3% | $100,391-93.9% | $145,922-95.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 18.66% | 57.88%-39.2pp | 49.20%-30.5pp | 561.29%-542.6pp |
| Employer contribution / active EE | $1,037 | $4,419-76.5% | $3,942-73.7% | $4,660-77.8% |
| Participant deferral / active EE | $1,773 | $8,445-79.0% | $8,082-78.1% | $6,688-73.5% |
| Admin fee / account holder | $8 | $9,689-99.9% | $7,899-99.9% | $13,397-99.9% |