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 | $10,630 | $110,257-90.4% | $96,544-89.0% | $139,434-92.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 23.21% | 26.32%-3.1pp | 25.84%-2.6pp | 372.94%-349.7pp |
| Employer contribution / active EE | $1,035 | $3,620-71.4% | $2,965-65.1% | $4,751-78.2% |
| Participant deferral / active EE | $1,363 | $5,548-75.4% | $4,851-71.9% | $6,710-79.7% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |