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 | $17,320 | $99,079-82.5% | $77,999-77.8% | $273,961-93.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 17.17% | 217.93%-200.8pp | 425.96%-408.8pp | 41.45%-24.3pp |
| Employer contribution / active EE | $1,000 | $3,308-69.8% | $2,470-59.5% | $4,869-79.5% |
| Participant deferral / active EE | $1,000 | $4,306-76.8% | $3,497-71.4% | $5,287-81.1% |
| Admin fee / account holder | $173 | $8,954-98.1% | $5,480-96.9% | $10,132-98.3% |