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 | $16,645 | $117,841-85.9% | $102,423-83.7% | $145,922-88.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.09% | 31.65%-13.6pp | 29.32%-11.2pp | 561.29%-543.2pp |
| Employer contribution / active EE | $1,122 | $3,615-68.9% | $3,023-62.9% | $4,660-75.9% |
| Participant deferral / active EE | $1,608 | $5,731-71.9% | $5,053-68.2% | $6,688-76.0% |
| Admin fee / account holder | $233 | $13,326-98.3% | $9,451-97.5% | $13,397-98.3% |