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 | $15,037 | $142,405-89.4% | $115,157-86.9% | $152,861-90.2% |
| Participation rate | 85.7% | 82.4%+3.4pp | 75.9%+9.8pp | 82.4%+3.3pp |
| Annual return | 26.32% | 41.48%-15.2pp | 35.60%-9.3pp | 345.32%-319.0pp |
| Employer contribution / active EE | $1,580 | $4,010-60.6% | $3,179-50.3% | $4,762-66.8% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,168-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |