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 | $8,099 | $110,809-92.7% | $86,874-90.7% | $167,490-95.2% |
| Participation rate | 90.5% | 75.8%+14.7pp | 71.6%+18.8pp | 82.1%+8.4pp |
| Annual return | 12.62% | 116.98%-104.4pp | 63.52%-50.9pp | 478.56%-465.9pp |
| Employer contribution / active EE | $419 | $3,244-87.1% | $2,495-83.2% | $4,837-91.3% |
| Participant deferral / active EE | $0 | $4,546-100.0% | $3,699-100.0% | $6,341-100.0% |
| Admin fee / account holder | $143 | $8,415-98.3% | $5,828-97.5% | $12,309-98.8% |