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 | $6,338 | $85,766-92.6% | $136,294-95.3% | $70,131-91.0% |
| Participation rate | 74.4% | 74.2%+0.2pp | 81.9%-7.6pp | 69.5%+4.8pp |
| Annual return | 135.32% | 31.45%+103.9pp | 5155.94%-5020.6pp | 73.14%+62.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,025 | $5,051-59.9% | $6,247-67.6% | $3,332-39.2% |
| Admin fee / account holder | $49 | $5,420-99.1% | $9,243-99.5% | $4,645-98.9% |