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 | $16,372 | $81,208-79.8% | $98,907-83.4% | $79,858-79.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 23.82% | 60.99%-37.2pp | 196.43%-172.6pp | 31.71%-7.9pp |
| Employer contribution / active EE | $632 | $1,960-67.8% | $2,689-76.5% | $2,471-74.4% |
| Participant deferral / active EE | $1,192 | $3,265-63.5% | $4,244-71.9% | $3,740-68.1% |
| Admin fee / account holder | $22 | $6,013-99.6% | $6,642-99.7% | $5,306-99.6% |